The Swift Group
Scott Swift began his relationship with Merrill as a client of the Firm in 1966. Scott became captivated with the financial markets after using money he earned from his lawn-mowing business to purchase his first stock. In 1980, he joined Merrill Lynch Wealth Management as a Financial Advisor and over the past four decades he has built a large, highly-skilled, passionate team of financial professionals.
Teamwork is at the heart of our culture and we set the bar high when working with you. Combining our diverse talents and resources helps us create informed strategies to better organize your financial life, preserve your wealth, and help you achieve your financial goals. Our knowledge, acquired through real-world experience, education, and professional designations, helps us proactively guide you through ever-changing business and economic cycles.
We recognize that in today’s economy you need to stay informed and prepared for a wide range of possibilities. We believe in making our clients feel fully engaged in our process while having a complete understanding of the concepts that we discuss together. Essentially, we educate our clients to help them make informed and carefully considered decisions about their future.
Our clients have always been the driving force behind everything we do. From the beginning, our team was built to serve successful individuals, families, and business owners whose lives are complex and fast-paced—leaving little time to plan for the future.
Over the years, we've become trusted partners during life's biggest transitions: changing careers, starting businesses, navigating divorce or remarriage, and caring for aging parents. These moments require more than financial advice—they demand clarity, confidence, and a team that understands the full picture.
Today, we bring together decades of experience and a disciplined approach to help clients organize their financial lives and preserve wealth. Our team also consults with some of the most sophisticated financial professionals in the country, ensuring that every strategy we design is aligned with objectives, governance, and risk management. By looking at both sides of the balance sheet and applying a proven investment process, we help clients make informed decisions and achieve their goals with confidence.
ChFC®, CFP®, CLU®
ChFC®, CFP®, CPFA®, CRPC™
CPM®, CRPC™
ChFC®, CFP®, CLU®
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.
