Jeff Swygert, CFP®
Wealth Advisor
As a CERTIFIED FINANCIAL PLANNER® professional for more than 30 years, Jeff works closely with each of his clients to identify and develop their personal goals into an actionable financial plan. He prides himself on his high-touch approach to meeting client needs.
Jeff holds FINRA Series 7 and 63 licenses and regularly attends continuing education courses to maintain his CFP® certification. He is also a member of the Financial Services Institute and the Financial Planning Association®. He graduated from Emory University with a bachelor’s degree in history.
Outside of work, Jeff and his wife, Amy, are proud parents of two young adult daughters. He enjoys spending time with family and friends, playing basketball, reading, listening to music, and cooking.
You can check the background of our advisors on FINRA’s BrokerCheck.