Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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.
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:
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.
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.
Bank of America, N.A.
Wealth Management Banking Specialist
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.
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
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.