The S.W.M. Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The S.W.M. Group

Global Wealth Management

601 CLEVELAND ST
Suite 900
CLEARWATER, FL 33755

Phone: (727) 462-2345
Email:

Directions to Branch

PROFESSIONAL STAFF

	(727) 462-2345	Vice President
	(727) 462-2324	Vice President
	(727) 462-2337	Registered Client Associate
	(727) 462-2330	Registered Client Associate

PROFESSIONAL PROFILE

Thomas Meachum, Portfolio Manager in PIA Program, CFP®, a certification awarded by the Certified Financial Planner Board of Standards, Inc., started with Merrill in 1999. Tom focuses on lending and mortgage products, financial planning strategies, including estate planning strategies, managed money programs, mutual fund analysis, and insurance services. He has B.S. and M.B.A degrees from The University of Tampa.

David Quinty, Portfolio Manager in PIA Program, joined Merrill in 1973. Dave focuses on equity advisor and portfolio investment services for individuals, businesses, and non-profit organizations. He has B.S in Chemical Engineering from Drexel University, with advanced studies from Temple and the Wharton School at University of Pennsylvania.

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David B. Quinty is registered to do business in: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Thomas Meachum is registered to do business in: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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