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985 BERKSHIRE BLVD.
Floor No. 02,
Wealth Management Advisor
Senior Vice President-Wealth Management
Managing Director-Wealth Management
Scott K. Swift, Wealth Management Advisor Senior Vice President – Wealth Management Since 1980 Scott has partnered with Merrill Lynch clients in navigating both bull and bear markets. His longevity in the industry provides invaluable insight to our team and our clients. As one of the team’s chief strategists, he drives the analysis of domestic and global markets, builds appropriately diverse portfolios, and leads various research initiatives designed to adapt and evolve in an ever-changing environment. Scott focuses on creating straight-forward and effective investment strategies for high net-worth individual investors, business owners and corporate executives. He is the team’s lead in designing rising income strategies and high-level planning for today’s retiree. As our senior partner, his passion is fully recognized by driving results and providing the best service the industry has to offer.Scott is a graduate of the University of Delaware. After growing his business in Pennsylvania for 22 years, he and his family moved to Hendersonville, Tennessee. Scott operates from the Merrill Lynch office in downtown Nashville and is supported by Lacey Saggio, Registered Senior Client Associate. He and his wife Andrea have two children, Taylor and Austin. Taylor is a seven-time Grammy winner and CMA Entertainer of the Year. Austin attends Notre Dame in Indiana.
Stephen R. Bealer, CFP®, ChFC®, CLU® Wealth Management Advisor Senior Vice President – Wealth Management Stephen joined Merrill Lynch and partnered with The Swift Group in 2003. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Stephen is the team’s primary retirement planning and portfolio management specialist, focusing on a complete and cohesive business plan and investment structure for the team’s asset base. He also manages The Swift Group’s business model, organizes team development and training, and manages various team initiatives. Stephen is one of our lead relationship managers and has earned multiple financial designations, including Chartered Financial Consultant®, and Chartered Life Underwriter®. Stephen is a summa cum laude graduate of Susquehanna University and The American College. He resides in Limerick, Pennsylvania with his wife Elyse and son, Bryce. They are avid international travelers, passionate Phillies fans, and active in their local church. * CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements* ChFC®, is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation* The CLU® designation is a registered mark of The American CollegeJohn C. Minnich, CFP®, ChFC®, CRPC® Wealth Management Advisor First Vice President - Wealth ManagementJohn joined Merrill Lynch in 2005 with significant experience in the financial industry. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He is one of the team’s primary relationship managers, helping clients identify how to connect financial strategies with their life’s aspirations. John focuses on high level retirement planning and portfolio management for families interested in the transfer of multi-generational wealth. His planning based advice is supported by the multiple financial designations he has earned from The American College. Along with the CFP®, these designations include the Chartered Financial Consultant®, and the Chartered Retirement Planning CounselorSM.John resides in Sinking Springs, Pennsylvania with his wife Jocelyn and daughter, Brooklyn. John enjoys almost anything outdoors and likes to spend his summer perfecting his golf swing. * CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements* ChFC®, is the property of The American Collge and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation* CRPC® is a registered service mark of the College for Financial PlanningLacey A. Saggio – Registered Senior Client AssociateLacey joined Merrill Lynch in 2007 with significant banking, account management and customer service experience. She joined The Swift Group in 2010, providing administrative and operational support from the Nashville office. Lacey leads the group’s marketing initiatives and is the point person for all transfers, new accounts, and estate processing. She graduated from Lipscomb University in 2005 with a degree in English Literature. She lives just outside Nashville in Hermitage, Tennessee with her husband Joseph, and their children Aurelia and Rhett. They are dedicated to CrossFit and are avid Louisville fans.Aprile Seitz – Client AssociateAprile joined Merrill Lynch in 1991 and has been with the team since 2002. She leads the administrative and operations team from the Wyomissing office, heading up timely and effective processing and client satisfaction. Aprile handles day to day accounting questions, document processing, and various client service issues. She is a graduate of West Chester University and lives in Exeter, Pennsylvania with her husband David and daughter Christie, who attends Temple University. Cali Snell – Client AssociateCali joined the Swift Group in 2013 as a Client Associate. She assists in the day-to-day operations and administrative needs in the Wyomissing office. She graduated from Kutztown University of Pennsylvania with a bachelor’s degree in Political Science. During her four years at Kutztown, she was a scholarship athlete on the Women’s Volleyball Team and continues to play in local adult leagues and tournaments. Kyle Kohler – Client AssociateKyle also joined the team in 2013 as a Client Associate. He focuses on daily team tasks, working closely with both John and Stephen. He received his undergraduate degree from Susquehanna University. He currently resides in Wernersville, PA and enjoys outdoor activities including kayaking, snowboarding and camping
Stephen Bealer is registered to do business in:AK, AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
Scott K. Swift is registered to do business in:AK, AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
John Minnich is registered to do business in:AK, AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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