Swan Capital
SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. We help our clients design a plan for a secure future through education and quality strategies. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Our financial strategies and solutions are as unique as our clients.
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Verified contacts
16
available on Kipplo
LinkedIn employees
18
1 to 10 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- LM
Laura Mayo
Director of Marketing · Advertising & Marketing
EmailPhone - TP
Therese Ponce
Director of Case Design · General Business & Management
EmailPhone - AM
Andrew McNair
CEO Founder · Other
EmailPhone - LJ
Lucas Juery
Portfolio Manager · Finance & Accounting
EmailPhone - CC
Ciara C.
Operations Specialist · Operations
EmailPhone - CB
Crystal Brookbank
Client Services · Customer/Client Service
EmailPhone - ET
Erica Tawzer
Executive Assistant · General Business & Management
EmailPhone - VL
Vicki Long
Portfolio Specialist · Finance & Accounting
EmailPhone - KF
Katie French Lortie
Director of Growth & Culture · Other
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Swan Capital
12 distinct titles indexed · top 10 shown.
- 2chief operating officer
- 1ceo founder
- 1client services
- 1community outreach specialist
- 1director of case design
- 1director of growth & culture
- 1director of marketing
- 1executive assistant
- 1operations specialist
- 1portfolio management associate
- +2more titles
Sign up to unlock all 16 contacts at Swan Capital
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