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 are the driving force behind everything we do. Drawing on years of collective financial services experience, we work with business owners and affluent individuals and their families who have successful, complex lives but little time to research and prepare for their financial future.
As a result, we often consult on major financial decisions, both business and personal, as our clients go through life changes. This can include such matters as changing jobs or careers, starting a business, getting divorced or remarried, or caring for an aging parent. We have the skills and depth of experience to create seamless, streamlined advice and guidance for our clients, affording them more time to enjoy the benefits of their wealth.
Members of our team also work as investment consultants to some of the most sophisticated financial professionals in the nation. Our view is that investment strategies, no matter how complex, should be integrally linked to strategic objectives, effective governance, investment policy, and risk management. We look at both sides of the balance sheet and offer a wealth of knowledge and experience, as well as a disciplined investment process, to help our clients achieve their goals.
ChFC®, CFP®, CLU®
ChFC®, CFP®, CPFA™, CRPC™
ChFC®, CFP®
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.
