With the Davis Deshotels Swander Group, you’ll have the benefit of a team with over 115 years of experience in the financial industry. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we create strategies as flexible as today’s changing market conditions while providing access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will help you pursue your goals through personalized wealth management strategies.
Our approach to financial planning is a structured process that begins with an understanding of your life and a focus on your unique concerns and needs. Listening carefully and communicating with you helps the team capture the information needed to develop a personalized plan designed to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come.
CFP®, CPWA®, CRPC™
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.
