Phoenix, AZ

Merrill Lynch Wealth Management Office
2555 East Camelback Road
Suite 900
Phoenix, AZ 85016
602.954.5000
Learn more about an advisor's background on
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
Collapse to see less advisors
Merrill Lynch Wealth Management
602.954.5810
Merrill Lynch Wealth Management
602.954.5059
Merrill Lynch Wealth Management
602.954.5068
Merrill Lynch Wealth Management
602.954.5088
Merrill Lynch Wealth Management
602.954.5912
Merrill Lynch Wealth Management
602.954.5016
The Dorward Team Team Photo
Merrill Lynch Wealth Management
602.954.5081
The KR Group
Merrill Lynch Wealth Management
602.954.5073
Merrill Lynch Wealth Management
602.954.5020
Merrill Financial Solutions Advisor
602.954.5953
Managing Director, Senior Financial Advisor
602.954.5049
Senior Vice President, Senior Financial Advisor
602.954.5918
Jeffrey Hostenske Headshot Image
Senior Financial Advisor
602.954.5052
Vice President, Senior Financial Advisor
602.954.5019
Financial Advisor
602.954.5969
Financial Advisor
602.954.5012
Vice President, Senior Financial Advisor
602.954.5911
Vice President, Senior Financial Advisor
602.954.5014
Merrill Financial Solutions Advisor
602.954.5010
Merrill Financial Solutions Advisor
602.954.5941
Fuad Hassan Headshot Image
Officer, Merrill Financial Solutions Advisor
602.954.5943
Merrill Financial Solutions Advisor
602.954.5003
Senior Vice President, Wealth Management Advisor
602.954.5922
Merrill Financial Solutions Advisor
480.513.2210
Senior Vice President, Wealth Management Advisor
602.954.5902
Senior Financial Advisor
602.954.5963
Financial Advisor
602.954.5017
Senior Vice President, Wealth Management Advisor
602.954.5088
Financial Advisor
602.954.5060
Senior Vice President, Wealth Management Advisor
602.954.5064
Senior Vice President, Wealth Management Advisor
602.954.5828
Merrill Financial Solutions Advisor
602.954.2702
David Dorward Headshot Image
Managing Director, Senior Resident Director - Wealth Management Advisor
602.954.5081
Merrill Financial Solutions Advisor
602.954.5041
Vice President, Senior Financial Advisor
602.954.5809
First Vice President, Senior Financial Advisor
602.957.6205
Vice President, Senior Financial Advisor
602.954.5929
Assistant Vice President, Senior Financial Advisor
602.954.5816
Financial Advisor
602.954.5063
Casey Bowman Headshot Image
Financial Advisor
602.954.5094
Vice President, Wealth Management Advisor
602.954.5803
Merrill Financial Solutions Advisor
602.954.5906
Managing Director, Wealth Management Advisor
602.954.5013
Sarah Marson Headshot Image
First Vice President, Senior Financial Advisor
602.954.5823
Samuel Isaac
Financial Advisor
602.954.5946
Careers At Merrill
Opportunity awaits
At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
Join us
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management ConsultantSM. Use of CIMC®, and/or Certified Investment ConsultantSM signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.