SLS Wealth Management Group

Merrill Lynch Wealth Management
3500 E Sunrise Dr
Tucson, AZ 85718
(520) 747.6168
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"Be prepared for life's financial milestones, long before you live them."Our Mission is to provide the highest quality advice and wealth management services to high net worth families, executives and business owners, and non-profit institutions with exceptional personal service.Our relationships are the heart of our business process. Since we choose to serve only a select group of clients, we are able to provide customized strategies to complex issues and offer high levels of personal service and accountability.
SLS Wealth Management 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
Sean Stuchen
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
SLS Wealth Management 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
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I 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.

Thursday, November 7th 2024| 11 am
Medicare Seminar - Health care and Your Retirement

The thought of retiring can be exciting, but transitioning to Medicare can raise some questions that can leave you feeling a bit overwhelmed. This presentation will help understand the fundamentals of Medicare to help you be better prepared for expenses during retirement. Topics to be covered:
(1) Planning for pre- and post-retirement health care costs
(2) Medicare at a glance
(3) How your income affects Medicare
(4) Long-term care costs considerations

Wednesday, December 4th 2024| 11:00 AM - 12:00 PM MT
Cybersecurity Awareness Virtual Event

Please join us to learn about the current state of cybercrime and best practices for keeping personal information safe. Topics to be covered:

  • Why cybersecurity is critical
  • Common forms of cybercrime
  • Trends & threat landscape
  • Business email and compromise
  • Security best practices
  • Protecting yourself in a digital world
Meet Our Team
Sean Stuchen,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
520.747.6168
Steven Strong
Senior Vice President, Wealth Management Advisor
520.747.6113
Alexander Stuchen,

CPFA®

Vice President, Senior Financial Advisor
602.954.5099
Mary Clements,

CFP®

Assistant Vice President, Wealth Planner
520.747.6146
Jazlee Cossio,

CRPC™

Financial Advisor
520.747.6159
Helene B Plotz
Officer, Wealth Management Client Associate
520.747.6186
Mary C Williamson
Officer, Registered Senior Wealth Management Client Associate
520.747.6143
Paloma R San Martin
Wealth Management Client Associate
520.747.6132
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.
Mimi A Heese Rex
Wealth Management Banking Specialist
Merrill
John Karsnitz
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Brad Frandsen
Wealth Strategist
Expand to see all specialists
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.