Monk Carson Wealth Management

Merrill Lynch Wealth Management
1100 East 6600 South
Suite 140
Salt Lake City, UT 84121
(801) 284.1981
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Monk Carson Wealth Management believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Monk Carson Wealth Management
Welcome

We believe you should be fully involved in planning for your financial future. That's why the relationship with you begins by helping us determine your investment style. The team can then help identify and address individual goals that are personally meaningful to you. With a better understanding of how you think about investing, a comprehensive strategy can be designed to help you make the most of your financial resources.

Recognition
Monk Carson Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Jon Monk,

CPFA™, CRPC™

Managing Director, Senior Financial Advisor
801.284.1960
Chris Pina,

CFP®, CPFA™, CRPC™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
801.284.1981
MARY A. SHACKELFORD
Officer, Registered Wealth Management Client Associate
801.284.1957
Billie J Lucero
No Officer Title, Wealth Management Client Associate
801.284.1963
Maria Rosa Albarran
Wealth Management Client Associate (FP)
801.284.1966
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.
Alson Chao
Market Linked Investments Specialist
Bank of America, N.A.
Bren A Johnson
Division Structured Credit Executive
Bank of America, N.A.
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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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.