Tucson, AZ

Merrill Lynch Wealth Management Office
3500 E Sunrise Dr
Tucson, AZ 85718
520.790.4300
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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
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Merrill Lynch Wealth Management
520.747.6140
Pascarella / Horton Group
Merrill Lynch Wealth Management
520.747.6141
Merrill Lynch Wealth Management
520.747.6110
Merrill Lynch Wealth Management
520.747.6127
Merrill Lynch Wealth Management
520.747.6128
Merrill Lynch Wealth Management
520.747.6168
Merrill Lynch Wealth Management
520.747.6196
Merrill Lynch Wealth Management
520.747.6191
Merrill Lynch Wealth Management
520.747.6152
Private Bank
Private Client Advisor II
520.615.6684
Private Bank
Private Client Advisor II
520.615.6685
Senior Vice President, Senior Financial Advisor
520.747.6141
MICHELLE DOJAQUEZ Headshot Image
Merrill Financial Solutions Advisor
520.747.6158
First Vice President, Wealth Management Advisor
520.747.6183
Senior Vice President, Wealth Management Advisor
520.747.6173
Renee Soriano - Duryea Headshot Image
Officer, Merrill Financial Solutions Advisor
520.747.6151
First Vice President, Wealth Management Advisor
520.747.6195
Senior Vice President, Senior Financial Advisor
520.747.6184
Officer, Merrill Financial Solutions Advisor
520.747.6163
Merrill Financial Solutions Advisor
520.747.6145
Senior Financial Advisor
520.747.6135
Brian Upshaw Headshot Image
Vice President, Wealth Management Advisor
520.747.6156
Merrill Financial Solutions Advisor
520.747.6107
Officer, Merrill Financial Solutions Advisor
520.747.6115
Senior Financial Advisor
520.747.6159
Vice President, International Wealth Advisor
520.747.6124
Assistant Vice President, Senior Financial Advisor
520.747.6122
Financial Advisor
520.747.6104
Careers At Merrill
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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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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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ 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.
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 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.
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.