The Swift Group

push-top
Merrill Lynch

The Swift Group

Wealth Management Group
Introduce us to a friend

Learn more about an advisor's background on
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.

The Swift Group

mediahandler/media/
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 more than 100 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 industry publications. We believe they are setting the standard for exemplary client service.

Stephen R Bealer

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

On Wall Street –“Top 40 Under 40”  2017, 2018, and 2019

Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017

John C Minnich

On Wall Street –“Top 40 Under 40”  2018 and 2019

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017 and 2018

Forbes “Top 250 Next-Generation Wealth Advisors” 2019.

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

Meet the 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.

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 Services2
  • Education Funding Strategies1
  • 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 Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

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 strategy, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

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


    Monitoring changes in your life
    and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Wealth Management Your Way

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

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

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

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

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

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your strategy as your life and the markets change.

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