The Boschee Group
Merrill Lynch Wealth Management
2555 East Camelback Road
Suite 900
Phoenix AZ 85016
(602) 954.5059
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Boschee Group
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you.

- Calculating how to manage future health care expenses?
- College on the horizon?
- Considering the sale of a business or purchase of a home?
- Preparing to pass your wealth to future generations?

It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.

Meet Our Team
Robert Boschee,

CFA

Vice President, Wealth Management Advisor
602.954.5059
Kathryn Price
Wealth Management Client Associate
602.954.5002
Hunter Long,

CRPC™

Merrill Financial Solutions Advisor
NMLS #2727992
602.954.5010
Sarah A Villanueva
Sarah A Villanueva
Vice President, Wealth Management Client Associate
602.954.5093
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
John Karsnitz
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
R.J. Walton
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #275775
Merrill Lynch Logo
Maria Taliercio
Wealth Management Banking Specialist
Merrill
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.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.