Scott Swift, Financial Advisor located in Cary, NC

Financial Advisor
Scott D Swift

CFP®, AAMS®
2426 Southwest Cary Parkway, Cary, NC 27513opens in a new window
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Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

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

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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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