Strategic Wealth Designers
Strategic Wealth Designers is an independent financial planning firm with locations nationwide. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm. SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc fastest private growing companies of 2020. We also are A+ certified by the Better Business Bureau. Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers We are confident we are unlike any financial planning firm you have seen before!
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Verified contacts
102
available on Kipplo
LinkedIn employees
100
51 to 200 range
Open roles
—
no listings
Distinct roles
51
indexed titles
Tech stack
3
tools in use
Monthly traffic
316
organic / mo
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Decision-makers and verified team members
102 contacts with verified email or phone · masked until revealed.
- JP
Jacob Provart
Director of Financial Planning · Finance & Accounting
EmailPhone - LS
Laurin Scaffidi
Director of Culture · Human Resources
EmailPhone - NP
Nancy Payne Barnes
Director of First Impressions · Operations
EmailPhone - AB
Annalisa Beninate
New Business Manager · Sales & Business Development
EmailPhone - BC
Bea Cowan
New Business Specialist · Sales & Business Development
EmailPhone - HH
Heather Hawkins
Investment Operations Team Lead · Operations
EmailPhone - MM
Madeleine Muldoon
Wealth Relationship Associate · Sales & Business Development
EmailPhone - MN
Michael Newman
Investment Operations Team Lead · Operations
EmailPhone - AR
Anissa Roshanzaer
Administrative Coordinator · General Business & Management
EmailPhone
Showing 9 of 102 verified contacts
Top roles at Strategic Wealth Designers
51 distinct titles indexed · top 10 shown.
- 11financial advisor
- 5marketing coordinator
- 4administrative coordinator
- 4event coordinator
- 3event administrative coordinator
- 3lead financial advisor
- 2administrative assistant
- 2client onboarding specialist
- 2compliance associate
- 2creative media & public speaker
- +41more titles
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