Business Wealth Advisors

Key to the successful design and implementation of your wealth management solution is a Wealth Advisor, who serves as your primary point of contact and takes a leadership role in answering questions, providing counsel, interpreting information and coordinating services. Your Wealth Advisor meets with you regularly to review progress, assess the impact of changes in your financial circumstances, and – if warranted – recommend changes in your financial strategy. 


While maintaining a sharp focus on the many details of your wealth management approach, your Wealth Advisor also maintains a "big picture" perspective, coordinating inputs from other WAS professionals who are working to help you achieve your financial goals.


PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, ARE NOT BANK GUARANTEED AND MAY LOSE VALUE


Tim Schultz
SVP, Private Client Services Market Leader
602.381.2072


Lisa L. Sullivan, CSOP, CTFA
VP, Wealth Advisor
602.381.2075


Joe Azar, CTFA
VP, Wealth Advisor
602.381.2071


Annette Lawson
Wealth Advisor
602.381.2069


Frederick Schertenlieb , CTFA
VP, Wealth Advisory Services
602.381.2066


Fern Hailey , CWS®
VP, Senior Wealth Advisor
602.381.2064


Aaron Lannon, QPFC
Retirement Plan Services
Business Development Officer
480.844.4542