Branch Office Profile
The Merrill Lynch Tucson Office offers you the experience that comes from being exposed over many years to virtually every financial situation a client may face. We use that knowledge to provide individualized attention, customized advice and guidance, and access to Merrill Lynch’s vast resources.
We welcome the opportunity to demonstrate how our experience can make a significant difference in your life through strategies such as wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors.
To pursue those strategies, we employ Merrill Lynch’s time-tested wealth management process, which begins by taking the time to fully understand your current financial situation. Our Financial Advisors understand the demands and responsibilities that accompany significant wealth.
As the largest office in Tucson, we will use our experience to help you manage risk and address your short- and long-term financial goals.
Our most deeply held commitment and tradition is that clients’ interests come first. We are prepared to use our experience and move quickly as your goals change, family or businesses situations develop and new financial commitments arise.
We will maintain contact with you to help anticipate your needs and adjust your strategies. Earning your trust is our goal, and we encourage you to contact our office for answers and discussions at any time.
We support our communities as volunteers and sponsors of local charities, including the arts, children’s programs, and health-oriented activities.
Michael Levy has been Resident Director of the Tucson Office since 2009. He began his career as a Financial Advisor (serving 11 years in Tucson) before moving to this office as Resident Director in 2009.
Michael has a degree in mathematics from the University of Arizona. He currently serves on the Board of Directors at the B’nai B’rith Covenant House and has been involved in many non-profit organizations during his forty three years in Tucson.