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Hunter L

Series 66

Phoenix, AZ

Merrill

Hunter Long is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with families and high net worth individuals to develop customized financial plans aimed at achieving their short-, mid-, and long-term goals. Hunter utilizes tools such as Personal Wealth Analysis® to create strategies that address personal retirement planning, education planning, equity compensation services, tax minimization, and needs specific to sports and entertainment sectors. Hunter holds a Bachelor's Degree from Arizona State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of the professional organization Hockey Players in Business and maintains a connection with Arizona State University through community involvement. Beyond his professional activities, Hunter has personal interests that include cooking, football, golfing, ice hockey, reading, and spending time with his family. He emphasizes understanding clients' priorities to provide ongoing advice and guidance as their needs evolve.

General retirement planning Wealth management Equity Recipients (RS/RSU, SOP, ESPP) General tax planning
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John C

Series 63, Series 65

Phoenix, AZ

Merrill

John Cross is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leverages over 37 years of investment consulting experience. He assists affluent families and individuals in developing financial strategies aimed at achieving their specific investment objectives. His approach involves a comprehensive process including asset allocation, portfolio management, liability management, tax planning strategies, and asset and estate preservation, with a significant focus on retirement income planning and portfolio management. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), Certified Investment Management Consultant℠ (CIMC), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Illinois State University and completed his high school education at Hoopeston High School. His client focus areas encompass education planning, family wealth management strategies, legacy planning, retirement income, and small business strategies, among others. In addition to his professional commitments, John is involved with the community through his participation at Shepherd of the Desert Lutheran Church. He is also a member of professional organizations such as the American Institute of CPA's and the Arizona Society of CPA's. Outside of work, he enjoys adventure sports, baseball, biking, bowling, camping, fishing, hiking, hunting, traveling, and spending time with his family.

Retirement income strategy Income planning Wealth management General estate planning guidance Retirement withdrawal strategies Women Professionals
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Kent H

Series 63, Series 65

Phoenix, AZ

Merrill

Kent Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 36 years of experience in the financial services industry. He is focused on building lifelong relationships with clients, educating them on wealth management strategies, and providing personalized advice to help meet their financial goals. Throughout his career, Kent has employed a goals-based approach that considers each client's risk tolerance, time horizon, and liquidity needs to develop tailored investment plans. His work also emphasizes retirement planning, helping clients understand how to manage their finances to ensure their money lasts throughout retirement. Kent holds a Bachelor's Degree from Wichita State University and holds the Personal Investment Advisor (PIA) designation. He was recognized by Barron's Magazine as one of the Top 1200 Financial Advisors for ten consecutive years as of 2019. In addition to his professional responsibilities, Kent participates in community volunteer activities in line with the Merrill tradition of community involvement.

Wealth management Retirement income strategy Income planning
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Fuad H

Series 66

Phoenix, AZ

Merrill

Fuad Hassan is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their individual financial goals and develops strategies tailored to their unique ambitions. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports & entertainment, tax minimization, and retirement income. As a Personal Investment Advisor (PIA), Fuad is dedicated to helping clients navigate general investing, retirement planning, and preparing for unexpected financial needs. Fuad holds a Bachelor's Degree from Arizona State University. Outside of his professional work, he enjoys playing basketball, football, and pickleball.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Wealth management
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