Best-in-State · rank 63 · Scottsdale, Arizona · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (high)
- “Merrill Wealth Management is a business of Bank of America Corporation” — firm_official
- Firm type — wirehouse (high)
- “Morgan Stanley Smith Barney LLC (and Merrill Lynch, registered broker-dealer)” — sec_finra_regulatory
- Team name — The Borletti | Serena Group (high)
- “The Borletti | Serena Group” — firm_official
- Team size — 7 (high)
- “Core Team Members: Christian Serena – Managing Director, Senior Resident Director (CEPA®, CFP®, CPFA®), Ruggero Borletti – Managing Director, Private Wealth Manager (CEPA®), Mike Chin – Senior Relationship Manager, Chris” — firm_official
- CRD — 6089540 (high)
- “CRD#: 6089540” — sec_finra_regulatory
- Years experience — 14 (high)
- “Registered with the firm since 09/21/2012” — sec_finra_regulatory
- Designations — CEPA, CFP, CPFA (high)
- “Christian Serena – Managing Director, Senior Resident Director (CEPA®, CFP®, CPFA®)” — firm_official
Book of business
- Team AUM ($M) — 532 (high)
- “Team Assets (Custodied): $532M” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum account size for new business: $2.5M” — forbes_shook
- Typical client net worth ($M) — gap: unclear_definition
- Client niche — Founders and real estate families at liquidity events (high)
- “I serve founders and real estate families at the exact moments where clarity matters most” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.ml.com/sites/az/north-scottsdale-az/the-borletti--serena-group (high)
- “The Borletti | Serena Group - Financial Advisors in Scottsdale, AZ 85255 | Merrill” — firm_official
- Value proposition (verbatim) — Custom credit strategies that expand flexibility, pre-liquidity planning that helps eliminate blind spots, and advanced estate architecture that helps protect control and future choice (high)
- “Custom credit strategies that expand flexibility, pre-liquidity planning that helps eliminate blind spots, and advanced estate architecture that helps protect control and future choice” — firm_official
- Differentiators — Exit planning for founders and entrepreneurs, Concentrated wealth strategies, Pre-liquidity planning focused on eliminating blind spots, Advanced estate architecture for control and choice, Credit and lending integration through Bank of America (high)
- “Traditional wealth advice rarely meets that reality; Not to sell products — it's to engineer optionality” — firm_official
- Content marketing — occasional (medium)
- “X (Twitter) @C_C_Serena and LinkedIn profiles with professional content” — social_or_third_party_db
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/christianserena/ (high)
- “Christian Serena, CFP®” — social_or_third_party_db
- Social presence — linkedin_active, x (high)
- “@C_C_Serena” — social_or_third_party_db
- “Christian Serena, CFP®” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026, ranked #63, Forbes Best-in-State Wealth Management Teams 2026, Forbes Top Next-Generation Best-in-State 2023, ranked #5 (Arizona), Forbes Best-in-State recognition 2024-2025 (high)
- “Forbes Best-in-State Wealth Advisors 2026: Ranked #63 (Arizona - High Net Worth)” — professional_press
Visual brand
- Has distinct logo — gap: not_applicable
- Logo url — gap: not_applicable
- Visual brand notes — gap: not_applicable