Introducing Dan Swift
Dan Swift is an experienced Financial Advisor with the distinguished designation of Chartered Financial Analyst. As lead Advisor for the Swift Wealth Partners team at Raymond James, Dan understands that serving his clients’ financial and investment needs begins with building strong, lasting partnerships. Blending integrity, hard work and a willingness to listen to each client, he is dedicated to assisting his clients in meeting all of their financial needs.
Specifically, Dan specializes in helping business owners, professionals and retirees achieve a better financial future. Backed by the wide array of resources and tools available through Raymond James, Dan and his team are well positioned to effectively address your needs, develop appropriate strategies, construct well-crafted portfolios, and help you achieve your wealth management objectives.
To that end, Dan works with all of his clients to develop custom wealth management strategies designed to address all aspects of their financial life. He believes strongly in an integrated wealth planning approach, and a personalized financial plan is the cornerstone of all his relationships. Dan and his team which includes Insurance and Estate Planning Advisor Jacqueline Knoblauch, provide comprehensive guidance and solutions in the following areas:
- Retirement planning
- Risk management
- Tax-efficient strategies
- Business succession planning
- Estate planning
- Insurance solutions
- Asset allocation
- Investment solutions
Dan graduated from the University of Victoria with a Bachelor of Economics and is a CFA Charterholder. A firm believer in continuing education, he constantly strives to improve his knowledge of the industry through intensive study, research, and hard work.
In his free time Dan enjoys being active outdoors, playing sports, reading, and travelling. An avid skier and hiker, you can often find Dan on a trail of some sort or another when he is out of the office.
