Stuart Swift

About Stuart Swift

Stuart has earned the CERTIFIED FINANCIAL PLANNER® Professional certification. The CERTIFIED FINANCIAL PLANNER® Professional certification identifies those individuals who have met the experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

1. Vice President Investments - Stifel

   Stifel Financial Corp.

   Feb 2019 — Present · Cincinnati, OH, US

   Various positions held culminating in Vice President/Investments.

Education

• Brigham Young University Marriott School of Business

  B.S., Finance