WSH Group

Merrill Lynch Wealth Management
14636 N Scottsdale Rd
Scottsdale, AZ 85254
(480) 607.8781
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We are a team of financial professionals with over 100 years of combined experience who concentrate on serving the needs of affluent investors.  We are committed to providing clients with the highest level of personal service, attention to detail and follow-up.  Clients have entrusted the WSH Group with more than $762 million in assets as of February 2024.
WSH 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
Bradley Stouffer
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
WSH 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
Rupert B Watson
Vice President, Senior Relationship Manager
480.607.8719
Bradley Stouffer
Senior Vice President, Senior Financial Advisor
480.607.8735
Matthew Howell,

CFP®, CPFA®

Senior Vice President, Senior Financial Advisor
480.607.8781
Jo A Loubet
Registered Wealth Management Client Associate
480.607.8710
John Nail
Assistant Vice President, Senior Financial Advisor
480.607.8744
Jonathan Savage,

CRPC™

Financial Advisor
480.607.8718
Melissa D. Ware
Officer, Wealth Management Client Associate
480.607.8723
Chloe Zaft
Registered Wealth Management Client Associate
480.607.8722
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
Bank of America, N.A.
NMLS #314525
Courtney Coker
Wealth Management Banking Specialist
Merrill
Brad Frandsen
Wealth Strategist
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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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.
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.