Soto Sawyer Crosby Group
Merrill Lynch Wealth Management
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.
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.
CEPA®, CFP®, CPFA™, CRPC™, CRPS™
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.
