Beckwith, Towery & Associates

Merrill Lynch Wealth Management

Three Skidaway Village Square
Savannah, GA 31411
(912) 351-2323
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Accessible, knowledgeable and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Beckwith, Towery & Associates
Merrill Lynch Wealth Management
Welcome

We place you, the investor, directly at the center of our approach to wealth management—while maintaining a market focus. We work to help you through difficult financial transitions and decisions that may occur in your life. The process begins with a one-on-one conversation, building a foundation designed to help us understand your risk tolerance, time horizon, liquidity needs, priorities and unique financial concerns. From there, a customized investment approach is designed for you, drawing upon the investment insights of Merrill as well as providing access to the banking capabilities of Bank of America. As your needs and the markets change, we will meet to track and adjust your plan, as necessary.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Kevin Beckwith
First Vice President, Wealth Management Advisor
912.351.2304
Roland Towery,

CFP®, CPFA™

Assistant Vice President, Wealth Management Advisor
912.351.2323
Donna D Minor
Registered Senior Wealth Management Client Associate
912.351.2306
About Merrill

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.

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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.