I currently live in Scottsdale, AZ with my wife, Tracy and three daughters. I am passionate about working closely with ultra-high net worth individuals, families, and business owners throughout the United States to keep clients priorities front and center—while maintaining a focus on the market.
My team and I provide a different approach to wealth management. We offer clients a breadth of strategies that encompass:
· Investment/risk management
· Trust & estate planning services
· Concentrated stock strategies
· Credit/lending through Bank of America
· Insurance
· Access to family office services and private banking
· Alternative investments
· Philanthropy
In a complicated world & changing markets we will work to help you stay on track-- regardless of what the markets are doing. Having investment insights & advice from one of the world’s most respected wealth management firms, makes it possible for us to help you pursue your goals.
I hope to connect with individuals, families, & their other professional advisors (tax/legal) to discuss more about the strategy, service, & coordination our group can provide.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Please join us for an upcoming discussion about art where we'll unveil the mystery around collecting art, buying art, and what to do with art you may have inherited. Featuring Bank of America Art Services Specialist, Sonja Moro and Art Director of de Sarthe Gallery, Vincent de Sarthe, presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for our webinar on Friday, May 31st, 2024 at 11:00am PST (click the link below to attend):
Event password should prefill; if not, password is jtFwJpc9@22
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to Rachel.gilligan@ml.com.
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Thursday, June 20th 2024 (click a link below to register):
8:00am PST: Webex
12:30pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Thursday, June 20th 2024 (click a link below to register):
8:00am PST: Webex
12:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Given increase market volatility, we are hosting a special mid-month Market Volatility Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Friday, August 9th 2024 (click a link below to register):
10:00am PST: Webex 2:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Thursday, August 29th 2024 (click a link below to register):
8:00am PST: Webex
3:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Thursday, September 26th 2024.
We encourage you to register in advance for the webinar(s) you wish to join using the links below.
On the day of, you may join the Webex either by revisiting the link on this invitation or by clicking the link in your registration confirmation email.
8:00am PST: Webex
2:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
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.
