Tim Swain Email & Phone Number
Partner and Chief Operating Officer and Financial Advisor @ Summit Financial Strategies, Inc.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Tim Swain Location
- Columbus, OH, US
Tim Swain Work
- 2024 -now Partner and Chief Operating Officer and Financial Advisor @
- 2014 -2024 Partner and Chief Compliance Officer and Financial Advisor @
- 2013 -2014 Associate Advisor @
- 2008 -2013 Staff Financial Advisor @
- 2007 -2008 Paraplanner @
- 2006 -2007 Intern @
- 2006 -2009 Professional Cyclist @ Inferno Racing, LLC.
- 2003 -2004 Administrative Assistant @
Tim Swain Education
- The Ohio State University
Bachelor of Science (Human Ecology; Family Resource Management)
2004-2007 - Loyola University Chicago 2001-2004
Tim Swain Skills
- Retirement Planning
- Wealth Management
- Estate Planning
- Strategic Financial Planning
- Investments
- Retirement
- Financial Planners
- Investment Management
- 401k
- Finance
- Tax
- Loans
- Investment Advisory
- Investment Strategies
- Mutual Funds
- Asset Management
- Portfolio Management
- Microsoft Excel
- Asset Allocation
- Financial Goals
- Financial Planning
- Uncertainty
Tim Swain Summary
- Tim Swain, based in Columbus, OH, US, is currently a Partner and Chief Operating Officer and Financial Advisor at Summit Financial Strategies, Inc.. Tim Swain brings experience from previous roles at Summit Financial Strategies, Inc.. Tim Swain holds a 2004 - 2007 Bachelor of Science in Human Ecology; Family Resource Management @ The Ohio State University. With a robust skill set that includes Retirement Planning, Wealth Management, Estate Planning, Strategic Financial Planning, Investments and more. Tim Swain has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Tim Swain?
Find contact details for 700 million professionals.
Others Named Tim Swain
Tim Swain
Rig Manager
United Kingdom
Tim Swain
Grant Specialist
United States
Tim Swain
Partner
Boston, MA, US
Tim Swain
General Manager, Sales, UK Road
England, United Kingdom
Tim Swain
Senior Hematolgy Consultant
Lexington, SC, US
Tim Swain
Director - Client Implementation - Transaction Banking
Southend-on-Sea, GB
Tim Swain
Licensed Clinical Social Worker
Colfax, IN, US
Tim Swain
Partner and Chief Operating Officer and Financial Advisor
Columbus, OH, US
Top Summit Financial Strategies, Inc. Employees
Mark Coffey
Partner and Financial Advisor
Columbus, OH, US
Ben Skinner
Partner and Senior Financial Advisor
Columbus, OH, US
Keith Bandettini
Financial Advisor
Portland, OR, US
Marcia Bond
Internal Controller
Columbus, OH, US
Chris Bartkowski
Financial Advisor
Columbus, OH, US
Roman Korolchuk
Financial Advisor
Columbus, OH, US
Todd Anderson
Operations - Investments
Lewis Center, OH, US
Austen Harrison
Partner and Senior Financial Advisor
Columbus, OH, US
Zoe Donohue
Client Operations Manager
Columbus, OH, US
Keegan Vanmeter
Associate Advisor
Granville, OH, US
Hannah Fitzpatrick
Financial Advisor
Columbus, OH, US
Benny Higgenbotham
Staff Financial Advisor
Columbus, OH, US
Tim Swain
Partner and Chief Operating Officer and Financial Advisor
Columbus, OH, US
Ally Schuster
Staff Financial Advisor
New Albany, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co