Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Rankings based on data as of September 30 of prior year. *Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.) Scott is a graduate of The University of Delaware and during his time as a Financial Advisor was named to Barron’s Top 1,200 Financial Advisors annually from 2014-2016 (published annually in March. He offers consistency and stability as he works with investors through various market cycles and ever-changing environments. In addition to leveraging BofA Global Research, Scott drives the analysis of domestic and global markets in order to gain a wide perspective of world events and their implications on financial markets. Insight and perspective are indispensable to his investment approach. His longevity in the industry has helped Scott develop a meaningful understanding of the issues that impact his clients’ financial lives. Since joining Merrill Lynch Wealth Management in 1980, Scott developed his passion for providing clients with sophisticated advice and guidance while helping them oversee their assets to achieve their goals. Today, a number of those relationships span multiple generations. He believes that this commitment to service excellence, coupled with his integrity, collaborative approach, and dedicated work ethic, are among the many reasons that his clients have chosen to remain with him for more than three decades. 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.Īs founder and senior partner of The Swift Group, Scott built his team with the goal of providing individuals, including corporate executives and business owners, with the same high-quality wealth management he would expect to receive as a client. Our view is that investment strategies, no matter how complex, should be integrally linked to strategic objectives, effective governance, investment policy, and risk management. Members of our team also work as investment consultants to some of the most sophisticated financial professionals in the nation. 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. 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.Īs 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. Our clients are the driving force behind everything we do. Essentially, we educate our clients to help them make informed and carefully considered decisions about their future. We believe in making our clients feel fully engaged in our process while having a complete understanding of the concepts that we discuss together. We recognize that in today’s economy you need to stay informed and prepared for a wide range of possibilities. Our knowledge, acquired through real-world experience, education, and professional designations, helps us proactively guide you through ever-changing business and economic cycles. 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. Teamwork is at the heart of our culture and we set the bar high when working with you. 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. Scott became captivated with the financial markets after using money he earned from his lawn-mowing business to purchase his first stock. Scott Swift began his relationship with Merrill as a client of the Firm in 1966. Experience, Service and a Commitment to Clients
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