Merrill Lynch Financial Advisor Matthew Swinney

Merrill Lynch Financial Advisor Matthew Swinney is a financial planner in Columbia, South Carolina. He provides personalized financial and wealth‑management services to individuals and families, working one‑on‑one to develop strategies that align with long‑term goals. Clients in Columbia and the surrounding area can rely on his expertise in creating tailored plans that address investment risk and help turn aspirations into reality. The practice holds a 4.00‑star rating based on a single customer review.

The SC Group, operating under Merrill Lynch Wealth Management at 1301 Gervais St, emphasizes a client‑first mission: understanding what matters most to each person, asking thoughtful questions, and gaining a clear picture of current wealth and future objectives. The approach centers on designing and implementing personalized plans that manage risk while pursuing financial goals. Services are delivered through direct, one‑on‑one consultations, with the team focusing on practical solutions that move goals toward reality. The office can be reached at (803) 733‑2176 for further information.

Located on Gervais St, the office sits just a few meters from several notable landmarks. It is 37 metres from the Sumter Street memorial, 52 metres from both the SC Generals of the Independence monument and the James F. Byrnes public artwork, and 60 metres from Trinity Episcopal Cathedral. The Supreme Court of South Carolina is 68 metres away, and the main thoroughfare Gervais Street lies roughly 0.1 mile (103 metres) from the entrance, providing easy access.

Matthew Swinney’s practice stands out in Columbia for its dedicated, individualized approach to financial planning, ensuring each client receives a strategy that reflects personal goals and risk considerations. This focus on personalized service makes the firm a trusted resource for wealth management in the city.

Services:

• estate planning services
• guidance on concentrated stock positions
• retirement income planning
• traditional investments
• wealth planning advice