West Valley

Merrill Lynch Wealth Management Office
14100 N 83rd Ave
Peoria, AZ 85381
623.972.1136
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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.
West Valley
Merrill Lynch Wealth Management
Advisors at This Location
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The MDE Team Team Photo
Merrill Lynch Wealth Management
480.607.8811
The Ulrich & Butner Group
Merrill Lynch Wealth Management
623.876.2754
The Sweany Chesney Pahl Group
Merrill Lynch Wealth Management
623.876.2732
Senior Vice President, Wealth Management Advisor
623.876.2700
Financial Advisor
623.876.2728
Senior Vice President, Wealth Management Advisor
623.876.2754
Financial Advisor
623.876.2755
Managing Director, Senior Financial Advisor
623.876.2723
Senior Vice President, Senior Financial Advisor
623.876.2713
Vice President, Senior Financial Advisor
623.876.2761
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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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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.
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.