Soto Sawyer Crosby Group

Merrill Lynch Wealth Management
2024 Corporate Centre Drive
Suite 301
Myrtle Beach, SC 29577
(843) 946-2035
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As Merrill advisors, we can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.
Soto Sawyer Crosby Group
Merrill Lynch Wealth Management
Welcome

What part of your life comes next? Are you preparing for retirement? Perhaps you’re planning to sell or transfer a business? Does real estate enter into your plans? The Soto, Sawyer, Crosby Group can assist you with a customized strategy to help you work with what you have accumulated to pursue your vision for your future.

Financial Advisors Charlie Soto, John Sawyer, and Dan Crosby, with their team, bring diverse backgrounds, personalities, and complementary skills to assist new and long-time Myrtle Beach area residents with financial preparations for life’s transitions. These can be special times in your life and may be accompanied by a variety of “what if questions.” The team follows a disciplined process to help you build a comprehensive financial strategy designed to assist you in answering many of those questions. We strive to work closely together, assisting you with the freedom to pursue the things in life that you’ve worked so hard to make possible.

Videos
Welcome to Our Website
Recognition
Carlos Soto
First Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
Soto Sawyer Crosby Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We believe in a pragmatic approach that is also personalized and caring. Charlie, John and Dan recognize that the financial assets you've accumulated are what they are. By leveraging the insights of Merrill and with access to the banking, credit and lending of Bank of America and other strategic partners within the Firm, our team can streamline the process of helping you address virtually any financial need.

It is our belief that an open dialog and stress-free conversations where you can talk about anything that concerns you, is an essential building block to a long-term relationship. The team listens really well and strives to focus on what's important to you, your family and to the next generation.

It is also valuable to hear about the financial concerns that may keep you up at night or you feel the need to shield from those you love. Your financial approach can be designed to incorporate your concerns, helping you follow your strategy even when the climate around you can make it difficult to do so.

Meet Our Team
Charlie R. Soto,

CFP®,CPFA™,CRPC™,CRPS™

First Vice President, Wealth Management Advisor
843.946.2035
John H. Sawyer,

CPFA™

Senior Vice President, Senior Financial Advisor
843.946.2017
Daniel P Crosby,

CRPC™

Vice President, Senior Financial Advisor
843.946.2006
Jessica A Smith
Officer, Registered Wealth Management Client Associate
843.946.2025
Kristen S Geno
Assistant Vice President, Registered Wealth Management Client Associate
843.946.2012
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Eric Scriffiano
Employee Benefits Specialist
Ryan Thrower
Wealth Strategies Advisor
Louis Li
Alternative Investments Sales Desk Specialist
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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CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.