Find a Financial Advisor or banker

Financial advisors and bankers in Scottsdale, AZ

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Christopher Herrera

Christopher Herrera

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Lauren Lunday

Lauren Lunday

Wealth Management Associate, U.S. Bancorp Investments

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of Juliana Siemieniec

Juliana Siemieniec

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of John Kasel

John Kasel

Private Wealth Advisor, U.S. Bank

headshot of Lisa Andrasko

Lisa Andrasko

Private Wealth Advisor, U.S. Bank

headshot of Lisa Handley

Lisa Handley

Private Wealth Advisor, U.S. Bank

headshot of Luciek Mkrdichian

Luciek Mkrdichian

Private Wealth Advisor, U.S. Bank

headshot of Sean McCarrick

Sean McCarrick

Private Wealth Advisor, U.S. Bank

headshot of Timothy Hoekstra

Timothy Hoekstra

Private Wealth Advisor, U.S. Bank

headshot of Daniel Doering

Daniel Doering

Private Wealth Advisor, U.S. Bank

headshot of Christine Nowaczyk

Christine Nowaczyk

Private Wealth Advisor, U.S. Bank

Disclosures