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63 SOUTH MAIN STREETHANOVER,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Senior Financial Advisor
First Vice President-Wealth Management
Senior Vice President
Sr Resident Dir - Wealth Mgmt
Reg Senior Client Associate
The SWP Group in Hanover, NH, focuses on wealth management strategies for mid to high net worth individuals, families, small businesses and local non-profits. We help clients preserve and manage their wealth through customized financial strategies and disciplined asset management. We provide counsel on all elements of wealth accumulation and transition. Gary Webb and Ed Stansfield are specially qualified Senior Portfolio Managers who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, which may incorporate individual stocks and bonds, options, Merrill Lynch model portfolios, and third-party investment strategies. Senior Portfolio Advisors are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage their own strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Managers may use their own strategies to manage the assets of other Merrill Lynch Advisors’ clients. We manage proprietary model portfolios and tailor investment strategies to pursue clients' needs and goals. As of Feb, 2015, we oversee about $500mm in client assets for 200 families. Client's have a net worth between $3mm and $5mm with several families between $30mm and $100mm.We have over 60 years combined experience helping clients reach their financial goals. With families and a history of local community involvement, we are committed to the area and to clients' success.
Ed joined Merrill Lynch in 1994 and opened the Hanover office in 1997. He manages our growth portfolio. Gary began his career as a Financial Advisor in 1984 and joined Merrill Lynch in 1998. He is responsible for the management of our dividend income portfolio. Kate joined our team in June of 2014 and serves as a Financial Advisor on our team. She is responsible for managing our fixed income strategies and clients’ business retirement plans. Sheldon joined us in June of 2015 and is responsible for our equity trading in the portfolios. Maria has been with Merrill Lynch since 1999. As a senior, registered client associate, she supports clients with a thorough understanding of the procedural details required to handle our activity smoothly. Together we bring the full power of Merrill Lynch to clients.
Edward Stansfield is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
Gary Webb is registered to do business in : CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, ND, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA
Kate Medeiros is registered to do business in : CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, ND, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA
Sheldon Stansfield is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MT, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI
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