Merrill Lynch Financial Advisor John H. Sawyer Jr.

Merrill Lynch Financial Advisor John H. Sawyer Jr. is a financial planner in Myrtle Beach, SC. The practice operates as part of the Soto Sawyer Crosby Group, a team of six financial advisors who provide wealth management and financial planning services to the local community. The group serves a diverse range of clients, including business owners, professionals, and retirees, offering tailored strategies that address specific goals, values, and financial concerns. Their approach includes multi-year planning for business owners, asset management for professionals, and a tax-sensitive approach to priorities for retirees. The team focuses on providing stability to clients' financial pictures and offering reasoned advice during complex decision-making processes.

The advisors emphasize a disciplined process guided by work ethic, integrity, and competence. They aim to honor the time and achievements of their clients by providing thoughtful strategy and thorough preparation. When meeting with individuals and families, the team listens attentively to address questions and help weigh decisions. The group leverages the investing insights of Merrill and the banking capabilities of Bank of America to help clients make informed decisions as they pursue their financial goals. This access to broader resources supports the creation of clear paths forward for clients connecting their life and finances.

The practice holds a rating of 4.00 based on one review from a customer. This positive feedback reflects the experience of the client who has shared their perspective on the services provided by the financial planning team in Myrtle Beach.

Services:

• Asset Management for Professionals
• Multi-year Planning for Business Owners
• Tax-Sensitive Approach to Priorities for Retirees
• Wealth Management
• estate planning services
• guidance on concentrated stock positions
• retirement income planning
• traditional investments