The Swancutt, Perkins & Danek Group
At the Swancutt, Perkins and Danek Group, we believe clients deserve our very best efforts. Our refined planning process and disciplined approach enable us to support a range of needs, from retirement planning and pre-liquidity-event planning, to long-term care, higher education savings and wealth transfer. We serve as a single source for integrated wealth and investment management, looking to uncover efficiencies on both sides of the balance sheet. We also collaborate effectively with clients’ attorneys and CPAs, as well as specialists within Merrill Lynch Wealth Management and Bank of America. Relationship-oriented, we look to visit clients whenever possible, forging the bonds that allow us to anticipate their needs more effectively, while keeping pace with their dynamic life priorities.
When people engage us, they work with a high-energy team that is committed to their ease, convenience, and long-term well-being. We recognize that client time is precious—so we often take on tasks that can streamline clients’ financial lives. We believe our service model, led by Kristen Pardun and Erin Budke, fosters an environment that testifies to each client’s value and importance, every day.
The Swancutt, Perkins, and Danek Group were named to the Forbes “Best-In-State Wealth Management Teams” in 2024 and 2023.
Published on January 9, 2024. Rankings based on data as of March 31 2023.*
*2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
*Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by [SHOOK](https://urldefense.proofpoint.com/v2/url?u=https-3A__shookresearch.com_-2522-2520-255Ct-2520-2522-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX__g&r=IQFg9MeBWwU7DNMg2W-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=)[®](https://urldefense.proofpoint.com/v2/url?u=https-3A__shookresearch.com_-2522-2520-255Ct-2520-2522-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX__g&r=IQFg9MeBWwU7DNMg2W-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=)[ Research, LLC](https://urldefense.proofpoint.com/v2/url?u=https-3A__shookresearch.com_-2522-2520-255Ct-2520-2522-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX__g&r=IQFg9MeBWwU7DNMg2W-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=). Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see [www.SHOOKresearch.com](https://urldefense.proofpoint.com/v2/url?u=http-3A__www.SHOOKresearch.com&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX__g&r=IQFg9MeBWwU7DNMg2W-Qa2tn2fqPqzRWWmtR1E58G8A&m=1mwTJymdayMErYQd_xxpmX6O_HakFEEet94qccw06_Q&s=K_GXAdmVBGeglNSUNuhhe05cWE44mM9UHSZplCEMrko&e=). SHOOK is a registered trademark of SHOOK Research, LLC.
We embed Merrill research within our investment approach, allowing us to customize client portfolios across asset classes, industries and borders. Mindful of each client's risk tolerance, we incorporate both technical and fundamental indicators within our analysis, staying apprised of changing market conditions and economic themes. Above all, we seek to preserve client wealth and build confidence in the tenets of disciplined investing.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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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.
