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The Madsen-Swanson Group

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The Madsen-Swanson Group

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Merrill Lynch
Wealth Management

For over twenty-five years the financial well-being of our clients and their families has been the core of our practice.

The Madsen-Swanson Group prides ourselves in excellent service and provides a customized platform tailored to each individual's needs.
Welcome

The Madsen-Swanson Group will get to know and understand you, help you form a picture of your financial future, and determine a path for pursuing your goals.

Our team of advisors will make sure you understand your investments and keep you informed on how your money is doing at the level of detail that is comfortable for you.

Philosophy

At the heart of our philosophy is our passion to build honest and enduring client relationships by consistently providing objective and insightful guidance which spans generations.

Focus On High-Net-Worth Individuals and Families

We’re fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Get To Know Us

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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.

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Jennifer Andersen

Credit Consultant

Bank of America, N.A.

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Tiffany Blacksten

Wealth Management Banking Specialist

Merrill

Daniel Scalley

Daniel Scalley

Wealth Strategist

Merrill

Past Events

Georgia O'Keeffe at Centre Pompidou

October 20th, 2021|10:30 AM - 11:30 AM MDT

I am delighted to invite you to an exclusive virtual event to celebrate Bank of America's sponsorship of Georgia O’Keeffe at Centre Pompidou, Paris.

This virtual event will offer an in-depth look at the extraordinary life and work of one of the most celebrated painters of the 20th century, Georgia O’Keeffe. This exhibition will be the first retrospective of her work in France and will take audiences on a journey through her artistic career, from her early drawings to her celebrated large scale flower paintings, landscapes and abstract works. A curator-led tour will be followed by an exclusive fireside chat with lead curator Didier Ottinger.

    Decoding the Motivations of America's Most Influential Donors

    October 20th, 2021|2:00 PM - 3:00 PM MDT

    Join us to be among the first to hear the findings from the 2021 Bank of America Study of Philanthropy, conducted in partnership with Indiana University.

    During this event, our panelists will explore the following topics:

    - Pandemic-related changes to nonprofits’ operating models
    - How endowed nonprofits are changing their investment practices in response to low interest rates
    - Imperatives for higher mission-related spending
    - Demands for more responsive governance

      The Family Love Letter Presented by Cheri Brooks

      November 9th, 2021|10:00 AM - 11:00 AM MDT

      At Merrill, we are here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation. During this educational event, we will:

      · Provide you with timely information that you can consider to make informed decisions
      · Share how Merrill advisors will strive to help you pursue your goals
      · Help you to provide a sound future for your loved ones
      · Craft your own personalized Family Love Letter
      · Assist in sensitive conversations with your family

        Your Financial Approach

        We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
        2 Banking, mortgage and home equity products offered by Bank of America, N.A.
        3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
        4 Trust and fiduciary services are provided by Bank of America Private Bank.

        Staying on Track

        We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



        Reviews to help you
        stay on track

        We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



          Changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          #DigitalMerrill

          MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

          Your advisor is a click away within our site or mobile apps

          You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

          Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

            Let’s Have a Conversation

            We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


            Merrill_Capabilities_Brochure.png

            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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            Transcript of Video 

            No question too big or moment too small

            For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.