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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Arizona involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Arizona?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Arizona to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Arizona financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Arizona

Bruce Hosler

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale, AZ 85258

480-994-7342

James A Rosebrough Jr

Strategic Financial Group

2028 E Gondola Lane

Gilbert, AZ 85234

480-276-0805

James A Rosebrough Jr

Strategic Financial Group

2028 E Gondola Lane

Gilbert, AZ 85234

480-276-0805

Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282

480-967-1155

Joseph Weber

Integrated Financial Solutions, PLLC

7650 S. McClintock Dr

Tempe, AZ 85284

480-634-1111

Michelle Anthony

Modern Wealth Management

1640 East River Road, Suite 208

Tucson, AZ 85718

520-298-1900

Scott Cadieux

Echelon Private Wealth, LLC

7047 E Greenway Parkway
Suite 250

Scottsdale, AZ 85254

602-922-9998

Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix, AZ 85012

602-931-5043

Blake Davelaar

Allworth Financial

6450 N Swan Road, Suite 100

Tucson, AZ 85718

888-242-6766

Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street, Suite 270

Phoenix, AZ 85016

602-553-2024

James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226

480-946-3626

Jeremy Kisner

Surevest Private Wealth

2425 E. Camelback Road
Ste 890

Phoenix, AZ 85016

480-272-7116

Eric Mattingly

Treiberg Wealth Management

3573 E Sunrise Dr
Suite 115

Tucson, AZ 85718

520-232-0505

Michael Treiberg

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive, Suite 115

Tucson, AZ 85718

520-232-0505

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd., Ste. 200

Tempe, AZ 85282

623-203-7003

List of Additional Financial Advisors in Arizona*

* Additional advisor listing is provided in partnership with Yext

Ronald Diaz - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2308

Roberto Monroy - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7017

Bridge Financial Strategies

11111 N. Scottsdale Road
Suite 205

Scottsdale, AZ 85254
480-378-2383

Anderson Financial Group

6400 E. El Dorado Circle
Ste. C-200

Tucson, AZ 85715
520-886-8686

Allstate Personal Financial Representative: Anthony Martino

1901 E University Dr
Ste 301

Mesa, AZ 85203
480-464-0814

Newman's Financial Planning

480-798-9544

Allstate Personal Financial Representative: Bryce Williams

16674 N 91st St
Ste 107d

Scottsdale, AZ 85260
775-848-7575

Blakely Walters

3333 North Hayden Road

Scottsdale, AZ 85251
480-776-5897

Allstate Personal Financial Representative: Jamie Arkin

4915 W Bell Rd

Glendale, AZ 85308
623-693-6877

Allstate Personal Financial Representative: M. Gilbert

7749 E Florentine Rd
Ste A

Prescott Valley, AZ 86314
928-399-0459

Allstate Personal Financial Representative: Robert McBride

2345 E Thomas Rd

Phoenix, AZ 85016
317-590-4163

Daniel E Marting - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5742

Arizona Retirement Planning

8655 East Via De Ventura
Suite F-127

Scottsdale, AZ 85258
480-345-3155

Brent Pressentin - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7804

PrideStaff

432 North Litchfield Road
Suite 316

Goodyear, AZ 85338
623-215-2631

Clark & Associates Financial Services, PLLC

9977 North 90th Street
Suite 170

Scottsdale, AZ 85258
480-429-6555

Goosehead Insurance - Casaundra Regal

6991 East Camelback Road
Suite D-300

Scottsdale, AZ 85251
480-616-2213

HomeWell Care Services

7225 N. Mona Lisa Road
Suite 204 - Mona Lisa Plaza

Tucson, AZ 85741
520-327-2555

Elizabeth Reyes

1833 W Main St
Suite 138

Mesa, AZ 85201
480-262-8102

Raintree Wealth Partners

8350 East Raintree Drive
Suite 250

Scottsdale, AZ 85260
877-717-2772

Chris L Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5796

The Martin Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

Allstate Personal Financial Representative: Keith Kellett

4710 E Falcon Dr
Ste 111

Mesa, AZ 85215
480-326-0637

Allstate Personal Financial Representative: Kemberly Stallings

3160 S Gilbert Rd
Ste 4

Chandler, AZ 85286
480-213-9970

The Pinnacle Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5474

Eric Franz, CEPA - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5146

Advantage Wealth Benefit & Retirement Services LLC

136 Grove Ave

Prescott, AZ 86301
928-925-1473

The Jamsa Group - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2441

Full Moon Financial

1 S. Church Avenue
Suite 2200

Tucson, AZ 85701
520-270-4306

Michael W Butt - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6565

Steven Ravnitzky - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7845

Thomas Sheedy McGeorge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5733

Paul Malin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5756

Tucson, AZ Branch Office - UBS Financial Services Inc.

2840 E. Skyline Drive
Suite 200

Tucson, AZ 85718
520-750-7500

Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5189

Impact Wealth Management - UBS Financial Services Inc.

4800 N. Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

Edward Jones - Financial Advisor: Dianne S Ogden

5960 South Cooper Rd
Suite 4

Chandler, AZ 85249
480-895-3515

Safeguard Estate and Financial

1405 N Hayden Rd
101

Scottsdale, AZ 85257
480-842-5000

Goosehead Insurance - Jon Halland

9419 E. San Salvador Dr.
Suite 105B

Scottsdale, AZ 85258
480-576-2377

Fernando A. Arreola - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7068

Futuready 401k

14646 N Kierland Blvd
125A

Scottsdale, AZ 85254
888-766-0091

Luis Antonio Ayala Resendiz

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

SagePoint Financial, Inc. Scott Killworth

5470 South Lakeshore Drive
Suite 103

Tempe, AZ 85283
480-270-9245

John D Burgraff - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6602

Rottenstein Wealth Management and Consulting - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

John "Jake" Sanford - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2438

Ascension College Planning

2500 E 22nd Street

Tucson, AZ 85713
520-918-0340

Azterra Accounting Services

602-881-6603

Rougemont Insurance Group

16165 N 83rd Ave
#200

Peoria, AZ 85382
623-215-4139

Progressive Financial Concepts

8722 E Via De Commercio
Suite 100

Scottsdale, AZ 85258
480-745-7882

Foundation Funding LLC

260 E Raintree Dr.
Suite 205

Scottsdale, AZ 85260
623-335-2541

Simonson Wealth Management

3573 E. Sunrise Drive
#133

Tucson, AZ 85718
520-777-2415

Allstate Personal Financial Representative: L. Ross Van Houten

2719 N Campbell Ave

Tucson, AZ 85719
253-778-2299

Roberts Tax and Retirement Planning

459 N Gilbert Rd
A-146

Gilbert, AZ 85234
480-270-2802

NetVEST Financial LLC

9059 E. Bahia Drive

Scottsdale, AZ 85260
602-230-8222

Hynes Benefits Financial Services

2999 North 44th Street
Suite 325

Phoenix, AZ 85018
602-952-0371

Tom Brough - Capital Trust Wealth Management

7047 E. Greenway Pkwy
Suite 250

Scottsdale, AZ 85254
480-993-1100

Rosenthal Financial Services, LLC

5938 East Windstone Trail

Cave Creek, AZ 85331
480-473-3774

New York Life Insurance: Vincent J. A. Iñiguez

14850 N. Scottsdale Road
Suite 400

Scottsdale, AZ 85254
480-382-4769

The Argus Group

20325 North 51st Avenue
Suite 174

Glendale, AZ 85308
602-863-0080

Loney Financial

8747 S. Priest Drive
Suite 104

Tempe, AZ 85284
480-921-0225

LifePath Wealth Management, LLC

7333 E. Doubletree Ranch Road
Suite 120

Scottsdale, AZ 85258
480-624-0342

L.R. Patent Financial Services

141 South McCormick Street
Suite 201

Prescott, AZ 86303
877-639-0015

Navigation Retirement Group

2506 E. Vistoso Commerce Loop
Suite 180

Oro Valley, AZ 85755
520-818-7822

STF Wealth Management

2601 East Thomas Road
Suite 135

Phoenix, AZ 85016
602-396-7840

Pangea Wealth Management

3260 North Hayden Road
Suite 109

Scottsdale, AZ 85251
480-304-5353

Toddy & Associates

7702 East Doubletree Ranch Road
Suite 300

Scottsdale, AZ 85258
800-940-0469

Poindexter Financial Group, Inc., The Financial Coach"

1965 Commerce Center Circle
Suite D

Prescott, AZ 86301
928-443-5542

Allstate Personal Financial Representative: David Morgan

29834 N Cave Creek Rd
Ste 132

Cave Creek, AZ 85331
480-419-6071

Westmark Wealth Management

5050 North 40th Street
Suite 140

Phoenix, AZ 85018
602-714-1950

Andrew J Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7930

George F. Herget Jr. - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2328

Robinson & Shumaker

3567 East Sunrise Drive
Suite 119

Tucson, AZ 85718
520-393-8990

GLJ Financial

3850 East Baseline Road
Suite 121

Mesa, AZ 85206
480-892-8826

Vik Krishnaswamy - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7928

DeMichele Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

Elizabeth Dobre

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

James E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6566

Sheri Martin - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

The Hacker Group, LLC

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
800-399-4008

Emily Stead

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
480-881-2308

Allstate Personal Financial Representative: Steven Hite

645 E Speedway Blvd

Tucson, AZ 85705
520-235-7276

Nicholas R Hasselkus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5784

Aida Castro, MBA

1 South Church Ave
Suite 2200

Tucson, AZ 85701
520-620-5408

Bob Solis - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2432

Edward Roberts - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5709

Spectrum Group - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5720

Nick James Polydoros, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5416

First Command Financial Advisor - Courtney Seely

4400 E Broadway
Suite 805

Tucson, AZ 85711
520-829-5824

Thomas Blanchard - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1985

Allstate Personal Financial Representative: Bruce Matthews

8787 E Pinnacle Park Rd
Ste 120

Scottsdale, AZ 85255
480-515-6259

First Command Financial Advisor - Johnny Hernandez

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

AutoZone Auto Parts

19680 W Indian School Rd

Buckeye, AZ 85396
602-635-5985

KDI WealthManagement

8817 East Bell Road
Suite 202

Scottsdale, AZ 85260
928-474-4350

Droeg Financial Services, Inc.

1839 South Alma School Road
Suite 175

Mesa, AZ 85210
480-345-6575

United Financial Center

4763 East Camp Lowell Drive

Tucson, AZ 85712
520-321-1777

Mike Lenderink - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7806

Seros Financial

2141 East Broadway Road
Suite 220

Tempe, AZ 85282
480-967-1155

Silver Birch Advisors

14362 North Frank Lloyd Wright Boulevard
Suite 1000

Scottsdale, AZ 85260
480-477-6580

Jeffrey Adams - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
858-947-7131

Edwards Wealth Managment

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
480-993-1140

Trae Farrell - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4738

The Meyer Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7800

Wealth Building Strategies

3017 W. Ina Rd.

Tucson, AZ 85741
520-719-1990

The Gilbert Retirement Guy

111 E Rivulon Blvd
Suite 103

Gilbert, AZ 85297
480-626-5855

Alexander Mccrohan, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3658

UBS Institutional Consulting Group - Southwest - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

Rosen Investment Advisors

4646 East Van Buren Street
Suite 190

Phoenix, AZ 85008
602-222-5757

Allstate Personal Financial Representative: Frank Perri

2490 W Ray Rd
Ste 2

Chandler, AZ 85224
480-899-6803

Cesar Castelo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2322

Root Assets

11135 East Golf Links Road

Tucson, AZ 85730
520-222-7225

Moyer Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5450

Fortress Financial Strategies

20325 North 51st Avenue
Suite 134

Glendale, AZ 85308
623-255-5180

Sound Advice Financial Planning - David Lesnick

7075 West Bell Road
Suite 8

Glendale, AZ 85308
623-878-6470

Merlin Planning & Investment Services

1600 West University Avenue
Suite 210

Flagstaff, AZ 86001
928-226-7400

Morgan Stanley Financial Advisors

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2400

James Boullion - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5420

Jennifer Pope - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5428

CC Asset Management

3101 N Central Ave
Ste 730

Phoenix, AZ 85012
602-234-3122

Quantum Wealth Management

1984 North Kolb Road

Tucson, AZ 85715
520-445-8004

Ryan Freberg - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5186

Plan 4 Inc.

7075 West Bell Road

Glendale, AZ 85308
623-878-6470

Fellows Tax & Financial Services, INC

8256 W Cactus Road
Suite D-132

Peoria, AZ 85381
623-979-1220

Renaissance Financial

2730 E Camelback Rd
Suite 250

Phoenix, AZ 85016
623-282-9400

The Spivak Financial Group

8160 East Butherus Drive
Suite 5

Scottsdale, AZ 85260
480-556-9931

Capital Choice

11022 North 28th Drive
Suite 170

Phoenix, AZ 85029
602-396-2741

Rincon Financial Group, LLC

7469 E. Tanque Verde Road

Tucson, AZ 85715
520-200-4032

Ensign Partners

111 East Rivulon Boulevard
Suite 103

Gilbert, AZ 85295
480-626-5855

Grand Canyon Wealth Manangement

6641 S Kings Ranch Road
# 4

Gold Canyon, AZ 85118
480-590-3590

Paradise Valley Wealth Management

5401 East Sapphire Lane

Paradise Valley, AZ 85253
480-483-3156

Cetera Investors - Kevin Hofberger

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
602-841-2627

Financial Life Planners

10429 South 51st Street
Suite 220

Phoenix, AZ 85044
480-477-8530

Cetera Investors - Stead Julian

1702 E Highland Avenue
#204

Phoenix, AZ 85016
602-841-2627

FocalPoint Wealth Management

20860 North Tatum Boulevard
Suite 195

Phoenix, AZ 85050
480-771-7526

Smith Wealth Management Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5166

Robert Burns - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3673

Kirshner & Klarfeld Financial Group, LLC

7373 East Doubletree Ranch Road
Suite B-155

Scottsdale, AZ 85258
480-588-6356

R & D Financial Services

1136 East Harmony
Suite 203

Mesa, AZ 85204
480-491-4695

Blake Rorbach - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5128

Wise World Investment Planning

575 West Chandler Boulevard
Suite 220

Chandler, AZ 85225
480-890-0100

Wilde Wealth Management Group, Inc.

7025 North Scottsdale Road
Suite 115

Scottsdale, AZ 85253
480-361-6203

OneAZ Wealth Management

2355 West Pinnacle Peak Road

Phoenix, AZ 85027
877-566-0517

Przewlocki Horvath

2030 East Speedway Road
Suite 220

Tucson, AZ 85719
520-326-8950

DFG Consultants, LLC

1 South Church Avenue
Suite 1200

Tucson, AZ 85701
520-448-5228

Tom Taylor - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7018

Joseph DeMichele - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

Nicholas Vincent Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7995

First Command Financial Advisor - Fred Shirley

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

Lessard Wealth Management

7337 East Doubletree Ranch Road
Suite 195

Scottsdale, AZ 85258
480-463-5433

First Command Financial Advisor - David Ifflander

7400 N Oracle Rd
Suite 225

Tucson, AZ 85704
520-886-4068

Allstate Personal Financial Representative: Jed Fisher

8989 E Via Linda
Ste 213

Scottsdale, AZ 85258
480-250-5454

McKinley Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2301

Tammy Escobar-Miller - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

Marshall J Campbell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5792

Allstate Personal Financial Representative: Michael Franzen

9568 E Golf Links Rd

Tucson, AZ 85730
520-870-9103

First Command Financial Advisor - Chris Hughes

6991 East Camelback Rd.
Ste D-300

Scottsdale, AZ 85251
480-386-7005

First Command Financial Advisor - Juan Garcia

1414 W. Broadway Rd
Ste 234

Tempe, AZ 85282
480-801-2990

Holton & Kosanke Wealth Management, LLC

8427 North Mountain Stone Pine Way

Tucson, AZ 85743
503-756-0113

Scott Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5143

Nicholas Cipriano - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5752

Rock Your Mortgage with Kristen

7308 E Deer Valley Rd
Ste 100

Scottsdale, AZ 85255
480-689-6827

Joshua LeBlanc - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
480-922-7982

Brian S Kordansky - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5770

Robert Roman

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

Lincoln Investment

5016 South Ash Avenue
Suite 103

Tempe, AZ 85282
877-469-7377

REI Co-op Adventure Center Arizona

17465 N 93rd Street

Scottsdale, AZ 85255
480-945-2881

Allstate Personal Financial Representative: Douglas Roper

3400 E Speedway Blvd
Ste 202

Tucson, AZ 85716
520-275-9288

Victor Bruno - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2354

Owen Sweeney, Jr., CIMA, CPWA - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5442

Peter Y. Choy, AIF, CRPC, CRPS - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5121

Michael Choy - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5157

Lance P Eaton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5746

UBS Wealth Management Group - Southwest - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

Legacy Advisors Arizona, LLC

8767 East Vía de Ventura
Suite 100A

Scottsdale, AZ 85258
480-292-8116

Jon Gabrielson, CIMA, PMP - UBS Financial Services Inc.

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5135

Michael Metts - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7881

Watts Gwilliam & Company

2730 S. Val Vista Dr.
Ste 124

Gilbert, AZ 85295
480-889-8998

Ross D. Pearlman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4756

The Chacopulos Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

Gateway Capital Management

7695 E. Manana Drive

Scottsdale, AZ 85255
480-266-7536

Paul Marsillo - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6563

Echelon Private Wealth, LLC

7047 E Greenway Parkway
Suite 250

Scottsdale, AZ 85254
602-922-9998

Steven Applegate - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2406

Robin McGeorge - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2329

The CNS Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7863

Morgan Stanley Financial Advisors

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

Morgan Stanley Financial Advisors

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

Scott A Pfotenhauer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4717

Terese Anne Loscalzo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2309

Ascendant Financial Solutions

809 W. Riordan Road
Suite 104

Flagstaff, AZ 86001
928-774-9598

Allstate Personal Financial Representative: Arthur Warschaw

985 W Chandler Hghts Rd
Ste 3

Chandler, AZ 85248
480-477-7511

Aishwarya Adyanthaya - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5728

The Pusch Peak Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

James F Tighe - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5711

Allstate Personal Financial Representative: Julio Bastidas

5932 W Bell Rd
Ste D106

Glendale, AZ 85308
602-332-1184

Troy Corbridge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7966

Prominent Peak Wealth Management

Two North Central Avenue
Suite 1800

Phoenix, AZ 85004
480-248-3539

Chris Stocks - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7900

Christopher Travelle - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7879

Darren Desmond, CFP - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5184

Mark Shultz - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5476

Javier Hernandez

480-262-8102

Bailey Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5408

Jonathon Paul - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5729

Chip McLaughlin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2339

Allstate Personal Financial Representative: Glenda Donley

2301 W Sr 89A
Ste 103

Sedona, AZ 86336
928-282-9226

Anthony Esguerra - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2422

Tyson Tibshraeny - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5155

Adara Wealth Management

205 W. Giaconda Way
Suite 115

Tucson, AZ 85704
520-467-5506

Watermark Wealth Strategies

2151 E Pecos Rd
Suite #3

Chandler, AZ 85225
480-464-9300

Stifel | Dale Lewis

2801 East Camelback Road
Suite 300

Phoenix, AZ 85016
602-952-2500

Brandon Rose - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5727

First Command Financial Advisor - Jason Gustavson

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

First Command Financial Advisor - Alan Altherr

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Jason Wiseman

480-262-8102

Allstate Personal Financial Representative: Tod Ross

8280 W Union Hills Dr
Ste 105a

Glendale, AZ 85308
623-974-2300

First Command Financial Advisor - Bryce Maxson

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Mitchell/AbdyTeam - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3612

Carole A Hall - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6557

Edward T Gesten - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6523

Kyle Backus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5738

Theodore John Crowley II - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7939

Hugo Frausto - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7074

Sean McEvilly - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-502-6093

Tom Levin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5743

Tim Metcalf - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7847

Heather Pospisil - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5780

Grant Peterson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5754

Petr Chytka - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6572

Louis J Gatchell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5719

First Command Financial Advisor - Shawn Feliciano

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

Brian Holloway - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7840

First Command Financial Advisor - Justin Pollock

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Alan Himebaugh - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7957

William Deichmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7827

Thaxton Peterson - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5725

Theresa Campbell Thorson, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3629

Mark B. Fast - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7951

Curt Blik - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7807

Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8113

Rebeca G Camargo

7310 N 16th St
Suite 190

Phoenix, AZ 85020
408-449-3773

Geri Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5717

Adam Hamilton Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2307

Montgomery Hollahan Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

Jason Bleimeyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5715

Robert Selleck - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2325

Justin Wade Breece - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5719

The Grand Canyon Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

Philip L Morton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5741

John Allanson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3604

David Ambrose Pozniak - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5151

Lawrence Fann - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5195

Wert Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5435

Gilbert Thompson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3621

Magaly Carson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6630

Michael Doubleday - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8115

Gabriel D Hoffmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4731

Fiduciary Solutions LLC

7047 East Greenway Parkway
#250

Scottsdale, AZ 85254
602-996-1450

First Command Financial Advisor - Bruce Ellwein

5920 E Pima Street
Ste 130

Tucson, AZ 85712
520-886-4068

Daniel Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2332

CardConnect Paradise

2929 N 44th St
Ste 220

Phoenix, AZ 85018
480-970-5558

James Clark - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2424

John Demetropoulos - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7850

Scott Watson, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

The Gustafson Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8146

William Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7813

Susanna A Hadden - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2356

Pope & Watson Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

Lester Mayes, Jr. - UBS Financial Services Inc.

2555 E. Camelback Rd.
Suite 600

Phoenix, AZ 85016
602-957-5167

Phoenix, AZ Branch Office - UBS Financial Services Inc.

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5100

Michael Gobbato - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7913

Healthcare Community Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6045

Matthew Meyer - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3615

Paul Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5138

Andrew Ruboyianes, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3659

Insight Partners Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8102

Justin Low - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5134

William Sobers, CRPS - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8113

Cradlestone Wealth Services

3654 N Power Rd
144

Mesa, AZ 85215
480-505-0233

James Ruboyianes - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3636

Scottsdale, AZ Branch Office - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5400

Miguelito Reyes

480-262-8102

First Command Financial Advisor - Tim Trimmell

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Phoenix Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8149

Gerard Freeh - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3671

Aaron Rottenstein, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

The Franklin Alvarado Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

Mary Reha - MLR Professional Tax and Accounting Services

2440 N Litchfield Rd
Suite 210

Goodyear, AZ 85395
623-505-7141

Robert Lehnhardt, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3632

Hamid Reza Kazemi - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6044

Richard Schneider - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5466

Jennifer Loson Lucovich - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5451

Anthony James Montgomery Sr. - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

First Command Financial Advisor - Carl Alvarez

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

First Command Financial Advisor - Mike Holley

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

Barton Spector Wealth Strategies

6909 E Greenway Pkwy
Suite 295

Scottsdale, AZ 85254
480-409-5924

Tige Hofer, CIMC® - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6562

Intelligence Driven Advisers

14646 N Kierland Blvd
125

Scottsdale, AZ 85254
888-401-2083

Yuma Risk Management Group, LLP

220 East 16th Street
Suite 2

Yuma, AZ 85364
928-726-9338

Scooter Grubb - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7044

Erik Jamsa - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2453

James Cooper - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5704

Jeffery Jay Slump - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5724

Selina El-Awad - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2370

Andrew Keam - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5748

Fuller Financial, LLC

1772 E Boston St
Suite #103

Gilbert, AZ 85295
480-631-7133

Kal V Jamsa - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2441

Brandon Riley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5742

Tyson Kelley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5702

Ty Sell - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3064

Teri Kelley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7826

William J Crowe - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2410

Carol Ann Ruehl - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

Wayne F Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7063

David Hum, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2002

Eric B Boos - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7062

Robert Blendu - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2452

John Sanderson - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3075

Jane Rojas - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2324

Matthew Sonder - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254