As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs, so I may develop the most appropriate financial strategy to help you achieve your goals. My clients have complex needs, and I work with them, their estate attorney and their CPA to address each facet of their financial picture, including retirement planning/income strategies, special needs financial considerations and estate and legacy strategies.
I have been in the financial services industry since 2006 and with Edward Jones since 2014. I became a limited partner with Edward Jones in 2018. Over the years, I have served in various leadership roles as client transition leader, level leader, field trainer and mentor.
I earned my bachelor's degree in business management with a concentration in finance from North Carolina State University, as well as a Master of Accountancy from the University of North Carolina - Wilmington. I hold my Series 7 (General Securities Representative Exam) and Series 66 (Uniform Combined State Law Examination) registrations. In addition, I hold the CRPC® professional designation.
Originally from Jacksonville, NC, my wife, Brooke, and I have lived in Wilmington since 2008. We have two children, Peyton (3) and Mills (1.5). Currently, I serve as the co-chairman of Duck's Unlimited "Band the Billfish" Tournament. I enjoy spending time with my family, boating and offshore fishing.
My branch office administrator, Susanne Miller, has 30 years of financial industry experience. She brings wisdom and integrity to our process and a sincere interest in your family's future. Her role on our team is to handle all of the administrative matters for our office while making sure your experience as our client is exceptional.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
Phone NumberJD Swart at (910) 452-2898
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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