Tim Swain Email & Phone Number
Partner and Chief Operating Officer and Financial Advisor @ Summit Financial Strategies, Inc.
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Tim Swain Location
- Columbus, OH, US
Tim Swain Work
- Partner and Chief Operating Officer and Financial Advisor @ (January 2024 - Present)
- Partner and Chief Compliance Officer and Financial Advisor @ (April 2014 - February 2024)
- Associate Advisor @ (April 2013 - April 2014)
- Staff Financial Advisor @ (April 2008 - April 2013)
- Paraplanner @ (April 2007 - April 2008)
- Intern @ (August 2006 - April 2007)
- Professional Cyclist @ Inferno Racing, LLC. (January 2006 - September 2009)
- Administrative Assistant @ (April 2003 - August 2004)
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.
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Top Summit Financial Strategies, Inc. Employees
Connor Raterman
Analyst
Columbus, OH, US
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