James Middleton

Background

About James Middleton

I started my career with Merrill in 1998 and joined the Swift Group in 2019. I serve as relationship manager and focus on new client development for the team. My goals-based approach begins with listening to a client's needs and helping to ensure each strategy is grounded in understanding what each client wants to achieve. My efforts are concentrated on delivering customized wealth management strategies to affluent families, business owners and corporate executives. I am driven by my passion for delivering exceptional service and helping clients pursue their goals. I offer advice and guidance appropriate for our clients and their families situation and overall financial goals. I hold the Chartered Retirement Planning Counselor™ designation. I focus on dispensing high level income planning and investment guidance. I connect with multiple generations to assist our clients with entrusting our services as part of the legacy they leave their heirs. I helps client clarify their financial picture by utilizing powerful wealth planning tools that help reduce future financial uncertainty. I graduated from Villanova University with a BA in Philosophy with a Minor in Economics. An avid skier and mountain biker, Jamie and his wife Shelley currently split their time between Park City, UT and Wyomissing, PA.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*CPM® is a registered service mark of the Academy of Certified Portfolio Managers.