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ONE GALLERIA TOWER13355 NOEL ROAD
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Senior Financial Advisor
First Vice President - Investments
Senior Vice President - Wealth Management
Assistant Vice President
First Vice President - Wealth Management
Reg Senior Client Associate
The Preston Swedlund Group at Merrill Lynch believes in the goal of delivering the vast resources of one of the world’s most prestigious wealth management firms with a high degree of intimacy and personal service. By taking a more holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives.Our group consists of experienced professionals who take a “hands on” approach to financial guidance. Not only are our team members extremely knowledgeable, but they truly care about helping each client achieve financial stability and independence. We do everything in our power to keep clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Darrel G. PrestonSenior Vice President - Wealth ManagementSenior Financial AdvisorWith 23 years of industry experience, Darrel works with executives, retirees, high net worth individuals and their families providing ongoing personalized guidance to make sure each client is progressing toward their financial goals. Darrel works with each client to set quantifiable goals, and helps prioritize their needs. He and the group then develop and implement a customized strategy using a wide variety of financial instruments. Darrel received a Bachelor of Arts Degree from Texas State University in San Marcos, Texas. Darrel resides in Dallas with his wife Debbie, son Kent and daughter Shelby, where they attend the Heights Baptist Church. Drew Swedlund, CFP®First Vice President - Wealth ManagementWealth Management AdvisorDrew Swedlund is a graduate of the Cox School of Business at Southern Methodist University. He has been working in the financial services industry since 2001 helping clients to create and implement personalized wealth management strategies. He has completed the Certificate Program in Financial Planning at SMU and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Drew believes in taking the time to fully understand who each client is and what's most important to them before any recommendations are made. 2014 David Brady Award – Drew is one of 10 Merrill Lynch employees worldwide to receive the coveted 2014 David Brady Award. The award was created in remembrance of a New York based financial advisor killed in the September 11th, 2001 attacks. The award is bestowed upon the Merrill Lynch employee that most fully embodies the principals of excellent client service, leadership, and involvement in their communities. Drew lives in Flower Mound, TX with his wife Dallas and daughter. Drew has been a mentor through the Big Brothers Big Sisters Program for the last 10 years. His little brother, Reuben, is currently attending Harvard University on a full scholarship. Bill Skaer Senior ConsultantSenior Vice President-Wealth ManagementBill joined Merrill Lynch in 1992. Bill holds the Certified Investment Management Analyst® (CIMA®) designation, administered by Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania. He also holds two Masters Degrees. Bill helps clients develop their long-term wealth-management strategies and focuses on retirement and investment planning strategies. In efforts to remain on the cutting edge of all retirement product and service advancements, Bill has earned the Chartered Retirement Planning CounselorSM(CRPC®) designation from the College for Financial Planning. He also helps clients focus on estate planning issues and works with their legal and tax advisors in developing their estate plan. Bill and his wife, Marcia, live in the metroplex and have four children. Bob DentonAssistant Vice President Investment AssociateBob received his Bachelors degree from the Texas A&M University and his Masters degree from the University of Houston. Bob joined Merrill Lynch in 1994. Bob concentrates in providing investment planning solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. His focus is on building long-term relationships. He and his wife, Sharon, have two childrenAmanda Rubalcava Registered Senior Client AssociateAmanda is a Registered Senior Client Associate who focuses on client service and is the go to person for any type of service request. She has over 33 years experience in the securities industry, 19 of which have been with the Preston Swedlund Group. Amanda provides service to each client by interfacing with them, solving their problems and following through to provide exceptional service. She brings her uncompromising sense of ethics into the office and has built long lasting relationships with clients.Amanda resides in Desoto, TX with her family. She has 3 sons, 3 grandsons and 1 granddaughter.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Andrew Swedlund is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Darrel Preston is registered to do business in : AR, AZ, CA, CO, DE, FL, GA, LA, MD, MI, MO, NC, NJ, NM, OH, OK, PA, RI, SC, TX, VA, WA, WY
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