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Scott Swan Location
Sarasota, FL, US
Scott Swan Work
2026 -now Philanthropic Advisor @
2018 -2026 Senior Fiduciary Advisor @
2012 -2026 Vice President and Senior Trust Advisor @
2008 -2012 Wealth Management Advisor @
2000 -2008 Vice President and Trust Advisor @
Scott Swan Education
DePauw University
Bachelor of Arts (BA) (Economics)
1984-1988
Scott Swan Skills
Wealth Management
Sales
Mortgage
Strategic Planning
Business Analysis
Investments
Trust Services
Portfolio Management
Equities
Mutual Funds
Retirement
High Net Worth Individuals
Scott Swan Summary
Scott Swan, based in Sarasota, FL, US, is currently a Philanthropic Advisor at Community Foundation of Sarasota County. Scott Swan brings experience from previous roles at PNC and U.S. Bank. Scott Swan holds a 1984 - 1988 Bachelor of Arts (BA) in Economics @ DePauw University. With a robust skill set that includes Wealth Management, Sales, Mortgage, Strategic Planning, Business Analysis and more. Scott Swan has 1 emails and 1 mobile phone numbers on RocketReach.
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