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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Swancutt, Perkins & Danek Group
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Merrill Lynch
Wealth Management
The members of the Swancutt, Perkins and Danek Group strive to deliver the ultimate client experience, founded on deep personalization and reliable service. Advisors Bill Swancutt, Brandon Perkins and Kristen Danek serve clients currently residing in 25 states – farmers and other business owners (some who’ve had a liquidity event), current and former NFL players, attorneys, accountants, physicians, “successful savers” and multiple generations of families.
The Swancutt, Perkins & Danek Group
Welcome
At the Swancutt, Perkins and Danek Group, we believe clients deserve our very best efforts. Our refined planning process and disciplined approach enable us to support a range of needs, from retirement planning and pre-liquidity-event planning, to long-term care, higher education savings and wealth transfer. We serve as a single source for integrated wealth and investment management, looking to uncover efficiencies on both sides of the balance sheet. We also collaborate effectively with clients’ attorneys and CPAs, as well as specialists within Merrill Lynch Wealth Management and Bank of America. Relationship-oriented, we look to visit clients whenever possible, forging the bonds that allow us to anticipate their needs more effectively, while keeping pace with their dynamic life priorities.
When people engage us, they work with a high-energy team that is committed to their ease, convenience, and long-term well-being. We recognize that client time is precious—so we often take on tasks that can streamline clients’ financial lives. We believe our service model, led by Kristen Pardun and Erin Budke, fosters an environment that testifies to each client’s value and importance, every day.
The Swancutt, Perkins, and Danek group were recognized by Forbes as one of the “Best-In-State Wealth Management Teams” in 2023.
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
*Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Philosophy
We embed Merrill research within our investment approach, allowing us to customize client portfolios across asset classes, industries and borders. Mindful of each client’s risk tolerance, we incorporate both technical and fundamental indicators within our analysis, staying apprised of changing market conditions and economic themes. Above all, we seek to preserve client wealth and build confidence in the tenets of disciplined investing.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Our Method
Wealth management is an ongoing process. We discern where clients are today in their financial lives, and where they want to be in the future. Through open dialogue and robust communication, we help clients craft a clear path toward the future they envision, for themselves and their loved ones. We feel privileged to guide clients during critical crossroads, whether triumphs or transitions. When clients need a steady hand and an empathetic ear, we bring an attentiveness and reliability that attest to our care and concern. Clients quickly perceive that we are relatable, speaking to them in clear language and helping them pursue informed decisions about their lives and legacies.
Our work brings us joy and satisfaction, much of which derives from the tightly knit nature of our team. Each of us has three families—our family at home, our team family at Merrill, and our client family. We strive to serve clients with the integrity and care we bring to our closest relationships, honoring the trust that clients have placed in us.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Bill Swancutt
Forbes "Top Next-Generation Wealth Advisors" 2020-2021
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.
Financial Planning's "Top 40 Advisors Under 40" 2021
Published on January 26, 2021. Rankings based on data as of Sept 30, 2020.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2021
Published on March 12, 2021. Rankings based on data as of September 30, 2020.
Forbes "Best-in-State Wealth Advisors" 2020, 2021, and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Kristen Danek
Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Meet Our Team
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.
Create a plan that is all about you.
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.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
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.
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