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Scott Swift, Financial Advisor

FINANCIAL ADVISOR
Scott D Swift

CFP®, AAMS™
2426 Southwest Cary Parkway, Cary, NC 27513opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

About Scott

As an Edward Jones financial advisor, I believe it’s important we invest our time together in understanding what you’re working toward – what's most important to you. We'll focus on your unique personal values and needs while partnering to create and deliver customized solutions.

I began my career as an Edward Jones financial advisor in 1993. In the three-plus decades since, I've actively supported investor education, having traveled extensively in support of training and continuing education on behalf of the firm's financial advisors, clients, and communities.

I have had the privilege to serve as a board member with chapters of the American...

Work History

  • Edward JonesDecember 1993 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ball State UniversityBachelors

Personal Interests

  • Active Lifestyle
  • Personal Fitness
  • Cycling
  • Pickleball
  • Community Outreach

Send Me a Message

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Office Information

Phone

(919) 465-2256

Fax

(877) 582-9446

Office Address

2426 Southwest Cary Parkway
Cary, NC 27513opens in a new window

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