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Steve Swords
Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Steve Swords CPA "A Registered Investment Advisor"</span>
Seasoned financial professional with 37 years of experience in financial planning and private wealth management.
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Location
Tyler, Texas, United States, US
Skills
- Financial Planning
- Investments
- Retirement Planning
- Private Wealth Management
- Insurance
- Show all
Bio
Generated by
Topline AI
Steve Swords is a seasoned financial professional with 37 years of experience in financial planning, investments, and private wealth management. He has managed multiple high net worth households and families as a Financial Advisor and Private Wealth Stewardship manager. Steve holds a BA in General Business from Austin College and has worked as a CPA at Arthur Young.
Experience
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Owner
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Jul 1987 - Present
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East Texas
Financial Advisor and Private Wealth Stewardship manager to multiple high net worth households/families
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Financial Advisor
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2002 - 2012
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CPA
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1977 - 1980
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Education
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1972 - 1976Austin College
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1969 - 1972
Richardson High School, Richardson, Texas
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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