The MDE Team Team Photo

The MDE Team

Merrill Lynch Wealth Management
14636 N Scottsdale Rd
Scottsdale, AZ 85254
(480) 607-8783
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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 MDE Team
Merrill Lynch Wealth Management
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
David Dorward
Managing Director, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The MDE Team Team Photo
The MDE Team
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Brian Massingale,

CFA®,CIMA®

Senior Vice President, Wealth Management Advisor
480.607.8783
David W Dorward,

CPFA™,CRPC™

Managing Director, Senior Resident Director - Wealth Management Advisor
480.513.6710
Ryan Ellis,

CFP®

Vice President, Wealth Management Advisor
480.607.8811
Dan D Kauffman
Registered Wealth Management Client Associate
623.876.2748
Andrea J Wesh
Assistant Vice President, Wealth Management Associate
480.607.8771
Grace Bentivegna
Assistant Vice President, Wealth Management Associate
480.513.6715
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.
Derek Walsh
Wealth Management Lending Officer
NMLS #314525
Jett T Rivera
Wealth Management Banking Specialist
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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.