The Friedman Group

Merrill Lynch Wealth Management
2555 East Camelback Road
Suite 900
Phoenix, AZ 85016
(602) 954.5912
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The Friedman Group works with wealthy families to help them be purposeful in sustaining their wealth and values across generations.  Our mission is to empower families to define the purpose of their wealth, and to be intentional about its impact.
The Friedman Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Brian Friedman
Managing Director, Senior Financial Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2020
(Published on March 13, 2020. Rankings based on data as of September 30, 2019.)
The Friedman Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Brian Friedman
Managing Director, Senior Financial Advisor
602.954.5008
Kenneth Grossnickle,

ADPA™, CPWA®, CRPC™

First Vice President, Wealth Management Advisor
602.954.5026
Lisa Kubica
Vice President, Senior Financial Advisor
602.954.5912
Tracie L Wendt
Assistant Vice President, Wealth Management Associate
602.954.5033
Zack R Gieszler
Registered Wealth Management Client Associate
602.954.5046
Valorie R Staggs
Assistant Vice President, Wealth Management Associate
602.954.2701
Griffin Barasha
Wealth Management Client Associate
602.954.5050
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.
Jonathan Close
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #988343
Brad Frandsen
Wealth Strategist
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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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.
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.
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.