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The Swick & McDevitt Wealth Management Group
Merrill Lynch Wealth Management
One Financial Plaza
Providence, RI 02903
(401) 863-8607
(401) 863-8607
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The Swick & McDevitt Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Swick & McDevitt Wealth Management Group
Merrill Lynch Wealth Management
Recognition
Christopher Swick
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top Next-Generation Wealth Advisors", 2021
(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
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Meet Our Team
Robin M Dziuba,
CFP®,CIMA®,CRPC™
Senior Vice President, Senior Relationship Manager
401.863.8607
401.863.8607
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeffrey Wiedmann
Wealth Strategist
Merrill
Nathan J Goldstein
Wealth Management Lending Officer
NMLS #79336
Kerry Claflin
Wealth Management Banking Specialist
Merrill
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About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.