Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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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.
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.
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.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2020
Forbes "Best-in-State Next Generation Wealth Advisors" in 2020 for the second consecutive year.
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.
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 periodically 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
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.
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.