Navigating Risk: A Conversation with retired four-star General Stan McChrystal.

Navigating Risk: A Conversation with retired four-star General Stan McChrystal.

This conversation will explore topics ranging from military history to the business world, illustrating how individuals and organizations can be more prepared for all dimensions of risk.

Watch Now

Navigating Risk: A Conversation with retired four-star General Stan McChrystal.

Navigating Risk: A Conversation with retired four-star General Stan McChrystal.

This conversation will explore topics ranging from military history to the business world, illustrating how individuals and organizations can be more prepared for all dimensions of risk.

Watch Now

Merrill Lynch

The Swift Group

Wealth Management Group

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FINRA's BrokerCheck

Merrill Lynch
Wealth Management

We believe the true value of wealth management is not in the numbers but in the life that the numbers make possible. We are dedicated to using our financial acumen to offer you simple, realistic strategies to help get you from point A to point B so you can live your life fully and with purpose.
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Experience, Service and a Commitment to Clients

Scott Swift began his relationship with Merrill as a client of the Firm in 1966. Scott became captivated with the financial markets after using money he earned from his lawn-mowing business to purchase his first stock. In 1980, he joined Merrill Lynch Wealth Management as a Financial Advisor and over the past four decades he has built a large, highly-skilled, passionate team of financial professionals.

Teamwork is at the heart of our culture and we set the bar high when working with you. Combining our diverse talents and resources helps us create informed strategies to better organize your financial life, preserve your wealth, and help you achieve your financial goals. Our knowledge, acquired through real-world experience, education, and professional designations, helps us proactively guide you through ever-changing business and economic cycles.

We recognize that in today’s economy you need to stay informed and prepared for a wide range of possibilities. We believe in making our clients feel fully engaged in our process while having a complete understanding of the concepts that we discuss together. Essentially, we educate our clients to help them make informed and carefully considered decisions about their future.

Making Life Easier For You

Our clients are the driving force behind everything we do. Drawing on years of collective financial services experience, we work with business owners and affluent individuals and their families who have successful, complex lives but little time to research and prepare for their financial future. 

As a result, we often consult on major financial decisions, both business and personal, as our clients go through life changes. This can include such matters as changing jobs or careers, starting a business, getting divorced or remarried, or caring for an aging parent. We have the skills and depth of experience to create seamless, streamlined advice and guidance for our clients, affording them more time to enjoy the benefits of their wealth.

Members of our team also work as investment consultants to some of the most sophisticated financial professionals in the nation. Our view is that investment strategies, no matter how complex, should be integrally linked to strategic objectives, effective governance, investment policy, and risk management. We look at both sides of the balance sheet and offer a wealth of knowledge and experience, as well as a disciplined investment process, to help our clients achieve their goals.

Providing the Knowledge You Need

Research is at the core of our investment decisions. While nothing about investing is guaranteed, we know that managing the ups and downs of the market and coming out ahead takes a solid plan, a levelheaded approach, and the ability to focus on the big picture. Instead of picking the hottest stocks, we rely on a strict investment methodology to help us align our clients’ portfolios with their best interests.

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.

Stephen R Bealer

On Wall Street –“Top 40 Under 40”  2017 - 2020

Financial Planning’s “Top 40 Advisors Under 40” List 2021

Barron’s Top 1,200 Financial Advisors in 2017, 2018, 2019, 2020, 2021 and 2022

John C Minnich

Barron’s Top 1,200 Financial Advisors in 2021 and 2022

Financial Planning’s “Top 40 Advisors Under 40” List 2021

Forbes “Top Next-Generation Wealth Advisors” 2019 .

On Wall Street –“Top 40 Under 40”  2018 - 2020

Forbes “Best-in-State Wealth Advisors”  2018 - 2021

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.

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.

      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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      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.