Hal Mcswain
,
Senior Vice President, Wealth Management Advisor
3920 Arkwright Road
Macon, GA 31210
478.471.4174
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Hal has worked in the financial services industry since 1984 at Merrill Lynch Wealth Management.  He provides a disciplined and extensive wealth management vision for this stable, capable team, and always enjoys seeing long-term client strategies put into action. Hal gets to know clients as individuals, and their trust is of utmost importance to him. Leveraging his in-depth experience, Hal helps clients focus on portfolio strategies, income management, retirement advice and estate planning services. He focuses on retired and near-retired clients, entrepreneurs, professionals such as physicians and other high-net-worth clients, helping them develop approaches to wealth management that address their complex needs. He is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute (The Institute). Hal earned his Bachelor’s degree in Marketing from the University of Georgia. He serves on the Rotary Club of Downtown Macon and served on the Board of Trustees of the Stratford Academy. Hal lives with his wife, Jill, and daughter, Isabel, in Macon.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Meet Our Professional Staff
Kitty Widner
Registered Senior Wealth Management Client Associate
478.471.4175
Beth Williamson
Wealth Management Client Associate
478.471.4121
About Merrill

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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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Harold Mcswain is registered to do business in AK, AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, WY.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.