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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

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Bruce Hosler

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale, AZ 85258

480-994-7342

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Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282

480-967-1155

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Joseph Weber

Integrated Financial Solutions, PLLC

7650 S. McClintock Dr

Tempe, AZ 85284

480-634-1111

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Scott Cadieux

Echelon Private Wealth, LLC

7047 E Greenway Parkway
Suite 250

Scottsdale, AZ 85254

602-922-9998

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Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix, AZ 85012

602-931-5043

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Blake Davelaar

Allworth Financial

6450 N Swan Road, Suite 100

Tucson, AZ 85718

888-242-6766

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Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd Suite I-101

Phoenix, AZ 85028

480-824-8444

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Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street, Suite 270

Phoenix, AZ 85016

602-553-2024

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James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226

480-946-3626

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Eric Mattingly

Treiberg Wealth Management

3573 E Sunrise Dr
Suite 115

Tucson, AZ 85718

520-232-0505

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Michael Treiberg

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive, Suite 115

Tucson, AZ 85718

520-232-0505

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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

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Allstate Personal Financial Representative: Anthony Martino

1901 E University Dr
Ste 301

Mesa, AZ 85203
480-464-0814

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Michael Gobbato - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7913

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Chris L Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5796

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Newman's Financial Planning

480-798-9544

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Grant Peterson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5754

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Allstate Personal Financial Representative: Jamie Arkin

4915 W Bell Rd

Glendale, AZ 85308
623-693-6877

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Allstate Personal Financial Representative: M. Gilbert

7749 E Florentine Rd
Ste A

Prescott Valley, AZ 86314
928-399-0459

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Allstate Personal Financial Representative: Robert McBride

2345 E Thomas Rd

Phoenix, AZ 85016
317-590-4163

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The Chacopulos Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

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PrideStaff

432 North Litchfield Road
Suite 316

Goodyear, AZ 85338
623-215-2631

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Nicholas Cipriano - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5752

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Goosehead Insurance - Casaundra Regal

6991 East Camelback Road
Suite D-300

Scottsdale, AZ 85251
480-616-2213

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HomeWell Care Services

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

Tucson, AZ 85741
520-327-2555

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Elizabeth Reyes

1833 W Main St
Suite 138

Mesa, AZ 85201
480-262-8102

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The Martin Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

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The Pinnacle Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5474

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Eric Franz, CEPA - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5146

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Advantage Wealth Benefit & Retirement Services LLC

136 Grove Ave

Prescott, AZ 86301
928-925-1473

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Full Moon Financial

1 S. Church Avenue
Suite 2200

Tucson, AZ 85701
520-270-4306

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Brandon Rose - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5727

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Tucson, AZ Branch Office - UBS Financial Services Inc.

2840 E. Skyline Drive
Suite 200

Tucson, AZ 85718
520-750-7500

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Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5189

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Impact Wealth Management - UBS Financial Services Inc.

4800 N. Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Edward Jones - Financial Advisor: Dianne S Ogden

5960 South Cooper Rd
Suite 4

Chandler, AZ 85249
480-895-3515

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Goosehead Insurance - Jon Halland

9419 E. San Salvador Dr.
Suite 105B

Scottsdale, AZ 85258
480-576-2377

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Thaxton Peterson - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5725

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Futuready 401k

14646 N Kierland Blvd
125A

Scottsdale, AZ 85254
888-766-0091

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First Command Financial Advisor - Bryce Maxson

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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Luis Antonio Ayala Resendiz

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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Lance P Eaton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5746

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Rottenstein Wealth Management and Consulting - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

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Alan Himebaugh - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7957

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Montgomery Hollahan Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

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Tom Brough - Capital Trust Wealth Management

7047 E. Greenway Pkwy
Suite 250

Scottsdale, AZ 85254
480-993-1100

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Rosenthal Financial Services, LLC

5938 East Windstone Trail

Cave Creek, AZ 85331
480-473-3774

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New York Life Insurance: Vincent J. A. Iñiguez

14850 N. Scottsdale Road
Suite 400

Scottsdale, AZ 85254
480-382-4769

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Theodore John Crowley II - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7939

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Kyle Backus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5738

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Adam Hamilton Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2307

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The Franklin Alvarado Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

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Michael Metts - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7881

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DeMichele Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Elizabeth Dobre

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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Troy Corbridge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7966

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George F. Herget Jr. - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2328

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Allstate Personal Financial Representative: Bruce Matthews

8787 E Pinnacle Park Rd
Ste 120

Scottsdale, AZ 85255
480-515-6259

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Sheri Martin - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

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Susanna A Hadden - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2356

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Aida Castro, MBA

1 South Church Ave
Suite 2200

Tucson, AZ 85701
520-620-5408

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Terese Anne Loscalzo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2309

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Safeguard Estate and Financial

1405 N Hayden Rd
101

Scottsdale, AZ 85257
480-842-5000

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Nick James Polydoros, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5416

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Thomas Blanchard - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1985

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Scottsdale Financial Group

8134 East Cactus Road, Suite 600

Scottsdale, AZ 85260
480-922-5900

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Heather Pospisil - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5780

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AutoZone Auto Parts

19680 W Indian School Rd

Buckeye, AZ 85396
602-635-5985

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Nicholas Vincent Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7995

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Jeffrey Adams - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
858-947-7131

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Alexander Mccrohan, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3658

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

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Moyer Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5450

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James E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6566

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Morgan Stanley Financial Advisors

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2400

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James Boullion - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5420

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Jennifer Pope - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5428

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CC Asset Management

3101 N Central Ave
Ste 730

Phoenix, AZ 85012
602-234-3122

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Ryan Freberg - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5186

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Fellows Tax & Financial Services, INC

8256 W Cactus Road
Suite D-132

Peoria, AZ 85381
623-979-1220

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Trae Farrell - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4738

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Renaissance Financial

2730 E Camelback Rd
Suite 250

Phoenix, AZ 85016
623-282-9400

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Smith Wealth Management Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5166

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Andrew J Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7930

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Robert Burns - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3673

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Blake Rorbach - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5128

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Joseph DeMichele - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Sean McEvilly - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-502-6093

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The Pusch Peak Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

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Mark B. Fast - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7951

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Philip L Morton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5741

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Allstate Personal Financial Representative: Jed Fisher

8989 E Via Linda
Ste 213

Scottsdale, AZ 85258
480-250-5454

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John "Jake" Sanford - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2438

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Allstate Personal Financial Representative: Michael Franzen

9568 E Golf Links Rd

Tucson, AZ 85730
520-870-9103

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Bob Solis - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2432

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Chip McLaughlin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2339

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Jason Bleimeyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5715

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Scott Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5143

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Rock Your Mortgage with Kristen

7308 E Deer Valley Rd
Ste 100

Scottsdale, AZ 85255
480-689-6827

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Justin Wade Breece - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5719

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Robert Roman

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

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Cesar Castelo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2322

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REI Co-op Adventure Center Arizona

17465 N 93rd Street

Scottsdale, AZ 85255
480-945-2881

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Allstate Personal Financial Representative: Douglas Roper

3400 E Speedway Blvd
Ste 202

Tucson, AZ 85716
520-275-9288

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

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5442

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5121

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Michael Choy - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5157

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

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

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5135

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Daniel Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2332

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Andy Hall - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7851

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Watts Gwilliam & Company

2730 S. Val Vista Dr.
Ste 124

Gilbert, AZ 85295
480-889-8998

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Gateway Capital Management

7695 E. Manana Drive

Scottsdale, AZ 85255
480-266-7536

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Brent Pressentin - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7804

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James Clark - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2424

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Marshall J Campbell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5792

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Roberts Tax and Retirement Planning

459 N Gilbert Rd
A-146

Gilbert, AZ 85234
480-270-2802

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Morgan Stanley Financial Advisors

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

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Morgan Stanley Financial Advisors

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

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Allstate Personal Financial Representative: Frank Perri

2490 W Ray Rd
Ste 2

Chandler, AZ 85224
480-899-6803

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Gabriel D Hoffmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4731

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Fernando A. Arreola - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7068

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Jonathon Paul - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5729

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Allstate Personal Financial Representative: Arthur Warschaw

985 W Chandler Hghts Rd
Ste 3

Chandler, AZ 85248
480-477-7511

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Tom Levin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5743

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Scott A Pfotenhauer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4717

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Tom Taylor - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7018

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Christopher Travelle - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7879

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Anthony James Montgomery Sr. - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

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Joshua LeBlanc - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
480-922-7982

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John D Burgraff - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6602

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Mike Lenderink - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7806

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Darren Desmond, CFP - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5184

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Mark Shultz - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5476

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Barton Spector Wealth Strategies

6909 E Greenway Pkwy
Suite 295

Scottsdale, AZ 85254
480-409-5924

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Bailey Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5408

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Aaron Rottenstein, CFP, CIMA - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

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Allstate Personal Financial Representative: Glenda Donley

2301 W Sr 89A
Ste 103

Sedona, AZ 86336
928-282-9226

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William Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7813

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Tyson Tibshraeny - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5155

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Stifel | Dale Lewis

2801 East Camelback Road
Suite 300

Phoenix, AZ 85016
602-952-2500

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Petr Chytka - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6572

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First Command Financial Advisor - Juan Garcia

1414 W. Broadway Rd
Ste 234

Tempe, AZ 85282
480-801-2990

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Jason Wiseman

480-262-8102

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First Command Financial Advisor - Johnny Hernandez

1414 W. Broadway Rd
Ste 234

Tempe, AZ 85282
480-801-2990

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Allstate Personal Financial Representative: Tod Ross

8280 W Union Hills Dr
Ste 105a

Glendale, AZ 85308
623-974-2300

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Mitchell/AbdyTeam - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3612

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Curt Blik - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7807

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Cradlestone Wealth Services

3654 N Power Rd
144

Mesa, AZ 85215
480-505-0233

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First Command Financial Advisor - Carl Alvarez

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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Allstate Personal Financial Representative: L. Ross Van Houten

2719 N Campbell Ave

Tucson, AZ 85719
253-778-2299

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The Grand Canyon Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

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First Command Financial Advisor - Tim Trimmell

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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Jonathan Kemp - Mortgage Loan Originator with NEXA Mortgage

3100 W Ray Rd
Suite 201, Office 200

Chandler, AZ 85226
602-888-0386

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The Jamsa Group - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2441

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Anderson Wealth

2500 S Power Rd
Ste 223, Bldg 9

Mesa, AZ 85209
480-687-7400

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First Command Financial Advisor - Jason Gustavson

6991 East Camelback Rd.
Ste D-300

Scottsdale, AZ 85251
480-386-7005

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First Command Financial Advisor - Shawn Feliciano

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

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Roberto Monroy - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7017

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Ronald Diaz - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2308

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Allstate Personal Financial Representative: Kemberly Stallings

3160 S Gilbert Rd
Ste 4

Chandler, AZ 85286
480-213-9970

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William Deichmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7827

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Aishwarya Adyanthaya - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5728

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Theresa Campbell Thorson, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3629

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Javier Hernandez

480-262-8102

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Ross D. Pearlman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4756

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Edward Roberts - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5709

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Allstate Personal Financial Representative: Julio Bastidas

5932 W Bell Rd
Ste D106

Glendale, AZ 85308
602-332-1184

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Rebeca G Camargo

7310 N 16th St
Suite 190

Phoenix, AZ 85020
408-449-3773

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Spectrum Group - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5720

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Magaly Carson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6630

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McKinley Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2301

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Tige Hofer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6562

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John Allanson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3604

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David Ambrose Pozniak - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5151

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Lawrence Fann - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5195

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Wert Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5435

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Gilbert Thompson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3621

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First Command Financial Advisor - Chris Hughes

6991 East Camelback Rd.
Ste D-300

Scottsdale, AZ 85251
480-386-7005

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Michael Doubleday - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8115

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James F Tighe - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5711

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Vik Krishnaswamy - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7928

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Fiduciary Solutions LLC

7047 East Greenway Parkway
#250

Scottsdale, AZ 85254
602-996-1450

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First Command Financial Advisor - David Ifflander

7400 N Oracle Rd
Suite 225

Tucson, AZ 85704
520-886-4068

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Paul Marsillo - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6563

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Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8113

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Allstate Personal Financial Representative: Keith Kellett

4710 E Falcon Dr
Ste 111

Mesa, AZ 85215
480-326-0637

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Allstate Personal Financial Representative: Steven Hite

645 E Speedway Blvd

Tucson, AZ 85705
520-235-7276

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Allstate Personal Financial Representative: David Morgan

29834 N Cave Creek Rd
Ste 132

Cave Creek, AZ 85331
480-419-6071

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CardConnect Paradise

2929 N 44th St
Ste 220

Phoenix, AZ 85018
480-970-5558

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Victor Bruno - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2354

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Thomas Sheedy McGeorge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5733

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Steven Applegate - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2406

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Tim Metcalf - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7847

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Scott Watson, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

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The Gustafson Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8146

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Anna Alvarado - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7014

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Geri Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5717

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Pope & Watson Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

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Lester Mayes, Jr. - UBS Financial Services Inc.

2555 E. Camelback Rd.
Suite 600

Phoenix, AZ 85016
602-957-5167

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Phoenix, AZ Branch Office - UBS Financial Services Inc.

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5100

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Healthcare Community Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6045

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Matthew Meyer - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3615

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Paul Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5138

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Andrew Ruboyianes, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3659

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Insight Partners Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8102

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Justin Low - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5134

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William Sobers, CRPS - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8113

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James Ruboyianes - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3636

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Scottsdale, AZ Branch Office - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5400

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Allstate Personal Financial Representative: Tyler Lieberman

3508 N 7th St
Ste 115

Phoenix, AZ 85014
480-999-7222

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Miguelito Reyes

480-262-8102

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First Command Financial Advisor - Bruce Ellwein

5920 E Pima Street
Ste 130

Tucson, AZ 85712
520-886-4068

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Phoenix Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8149

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Gerard Freeh - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3671

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Brian Holloway - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7840

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Mary Reha - MLR Professional Tax and Accounting Services

2440 N Litchfield Rd
Suite 210

Goodyear, AZ 85395
623-505-7141

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Robert Lehnhardt, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3632

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Hamid Reza Kazemi - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6044

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Richard Schneider - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5466

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Jennifer Loson Lucovich - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5451

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Louis J Gatchell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5719

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Robert Selleck - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2325

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Steven Ravnitzky - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7845

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Nicholas R Hasselkus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5784

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Paul Malin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5756

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The CNS Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7863

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Daniel E Marting - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5742

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Michael W Butt - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6565

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Robin McGeorge - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2329

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Brian S Kordansky - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5770

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First Command Financial Advisor - Fred Shirley

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

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Anthony Esguerra - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2422

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John Demetropoulos - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7850

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Edward T Gesten - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6523

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Tammy Escobar-Miller - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

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Intelligence Driven Advisers

14646 N Kierland Blvd
125

Scottsdale, AZ 85254
888-401-2083

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Carole A Hall - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6557

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Scooter Grubb - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7044

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Erik Jamsa - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2453

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James Cooper - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5704

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Jeffery Jay Slump - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5724

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Selina El-Awad - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2370

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Andrew Keam - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5748

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Fuller Financial, LLC

1772 E Boston St
Suite #103

Gilbert, AZ 85295
480-631-7133

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Kal V Jamsa - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2441

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Brandon Riley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5742

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Tyson Kelley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5702

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Ty Sell - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3064

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Teri Kelley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7826

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William J Crowe - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2410

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Carol Ann Ruehl - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

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Wayne F Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7063

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David Hum, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2002

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Eric B Boos - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7062

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Robert Blendu - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2452

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John Sanderson - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3075

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Jane Rojas - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2324

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Matthew Sonder - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5729

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Daniel Treiber - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1987

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Jeffrey Newman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7821

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Susan Cook - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7854

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Douglas Hodges - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5730

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Steve A Scott - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5711

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Christopher Graves, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2003

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Joseph Mamuyac

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

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Arlene Pineda

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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Sean Neifert - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7863

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Sean Sailor

1833 W Main St
Suite 138

Mesa, AZ 85201
480-262-8102

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Lindsey Martin - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7937

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Robert Bancroft - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5714

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Chris Kissel - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3065

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Scott Ladrigan - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5703

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Kyle Nelson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7902

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Geoffrey J. Miller - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7012

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Trisha Larson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6524

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Adrian Moreno

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

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Theresa Chacopulos - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

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Kurt E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4712

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Marcial Lopez

1833 W Main St
Suite 138

Mesa, AZ 85201
480-262-8102

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James Peter Dretler - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2001

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Seth Henrie - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7802

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Ryan R Turner - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4742

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Paul Groves - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7818

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Brian F Scanlon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7805

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Jeffrey A. Cain - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7874

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Owen M Scanlon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7909

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Mark P Callahan - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2411

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Matthew Gimmelli - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7976

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Marc H Lock - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7031

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Arcadia-Biltmore Group at Morgan Stanley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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