Garrison • Swartz
At Garrison • Swartz, we help clients simplify the complexities of their wealth, providing them with more time to devote to their families, their work, or their personal passions. Led by Mary Garrison and David Swartz, our team pursues excellence in all that we do, looking to create a client experience founded on intensive customization and unwavering integrity. Mary and David are both CFA® Charterholders. We offer investment acumen, technical insight, and an informed perspective honed over multiple market cycles and economic environments. Five members strong, our team focuses on client well-being as the metric we value most. We live our principles: hard work, conscientiousness, and collaboration. Through that mindset, we are proud to have a meaningful, long-term impact on the clients we serve.
Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children's educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.
CDFA®, CFA®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
