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The Friedman Group 

The Friedman Group

Global Wealth Management

Merrill Lynch
2555 east camelback road
Suite 900
phoenix, AZ  85016 

Phone(602) 954-5032

Email:  

Directions to Branch

Professional Profile

The Friedman Group is a five member team comprised of three Senior Financial Advisors and two Administrative Client Associates. We specialize in assisting affluent clients, companies, endowments, and foundations meet a variety of investment objectives.

Our team combines the personalization of an investment boutique with the breadth of one of the World’s largest financial institutions.

We currently maintain relationships with roughly 350 clients---who have entrusted us with over $800 million in assets (as of 9/30/2012)---and have each maintained the highest ethical and regulatory standard in the industry.

Virtually everything we do is a byproduct of our investment philosophy, which inturn supports our core set of convictions.

First, we think it’s important to clearly identify our client's needs and objectives through a repeatable and holistic process---in part to keep them focused during stressful investment environments, but primarily to highlight the threats to achieving their objectives.

Second, we think it’s important to recognize the limitations of forecasting and to accept that the future is simply unknowable. Attempting to handicap the market’s reaction to an infinite number of possibilities keeps us objectively focused on what can be observed---not anchored to what could or should happen.

Third, we think it’s important to understand how investor's instinctive tendencies toward fear and greed have long worked against investment prudence.

And lastly, we think it’s important to select a proven, suitable, and logical strategy that investors have the patience and commitment to follow. After all, without the familiarity of a chosen strategy, clients might be tempted to abandon it during difficult investment environments.

These, and other core investment convictions, speak to the investment experience, acumen and standard of service that we bring to our clients.

We are each career advisors, students of finance, and intently focused on providing unparalleled stewardship to our clients in an everchanging investment landscape.

PROFESSIONAL STAFF

Brian Friedman – Senior Vice President-Wealth Management; Senior Financial Advisor
Our team leader, Brian earned his bachelor’s degree in Finance from the W.P. Carey School of Business at Arizona State University in 1985. He brings the team 27 years of financial services experience and the investment acumen gained from his focus on the firm’s ultra high net worth clientele. Brian is married with one child and enjoys traveling, golf and is a devout supporter of the Sun Devil athletics.

Gregory Huyck, CFP® CFM CRPC® – First Vice President-Wealth Management; Wealth Management Advisor
Greg’s career with Merrill Lynch began in 1992 after he graduated from the W.A. Franke College of Business at Northern Arizona University with an academic honors degree in finance. He brings the team 20 years of financial services experience and a specialty in Wealth Planning, ERISA Compliance, and Portfolio Management. Greg is married with two children and recreationally enjoys golf and tennis.

Kenneth Grossnickle, CRPC® – First Vice President-Wealth Management; Senior Financial Advisor
Ken is a graduate of the Eller College of Management at the University of Arizona with a Bachelors degree in finance in 1996. He brings the team 16 years of financial services experience, with a specialty in Performance Measurement and Qualified Plans. Ken is married with three children and enjoys volunteering in the community and various outdoor activities.

Lisa Kubica - Registered Client Associate
Lisa brings the team 21 years of financial services experience with a specialty in assisting and administering current client relationships. She is married with two children and enjoys spending time with her family and donating time to her children’s organizations.

Paul Farabaugh - Registered Client Associate
Paul is a graduate of the Eller College of Management at the University of Arizona with degrees in finance and accounting in 2001, as well as a MBA from the University of Phoenix. He brings the team five years of financial services experience and shares the team’s administrative responsibilities with Lisa. Paul is married and enjoys traveling and supporting collegiate and professional sports.

Client Commitment


Gregory Huyck is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, FL, HI, IA, IL, IN, LA, MA, MI, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI, WV

Brian Friedman is registered to do business in:AR, AZ, CA, ID, IL, NC, NV, PR, TX, UT, VA, WA

Greg Huyck is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, FL, HI, IA, IL, IN, LA, MA, MI, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI, WV

Kenneth Grossnickle is registered to do business in:AR, AZ, CA, CO, FL, ID, IN, KS, ME, MI, MN, MO, NC, NM, NY, PR, SD, TN, TX, WA

For questions regarding registration information please contact your Financial Advisor.
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