Strategic Wealth Designers Employee Directory

Financial ServicesKentucky, United States51-200 Employees

Strategic Wealth Designers is an independent financial planning firm with locations nationwide.  Our certified financial advisors offer fiduciary retirement and wealth management advice.  Let us handle all of your retirement planning, financial advising, and investment strategy needs.

Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the  firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments.  Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm.


SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc 5000's fastest private growing companies of 2020.  We also are A+ certified by the Better Business Bureau.

Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers 
We are confident we are unlike any financial planning firm you have seen before!

Find Strategic Wealth Designers employees' phone numbers or email addresses

Strategic Wealth Designers Global Highlights

Location
Employees

North America
122

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  • United States Of America
    122

Asia
1

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  • India
    1

Strategic Wealth Designers's Leadership

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    F. P.
    Chief Compliance Officer
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    J. S.
    President
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    M. T. L.
    President
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    P. C. G.
    Head Of Client Services/Chief Compliance Officer
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    M. D.
    Founder / Ceo
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    S. R.
    Executive Assistant To Chief Marketing Officer
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    J. S.
    Executive Vice President
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    L. S.
    Director Of Culture & Strategic Initiatives
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Contact profiles from Strategic Wealth Designers

Name
Title
Contact Info
Location
Last Update
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    H. H.
    Investment Operations Team Lead
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    United StatesFlorida
    Oct 20, 2025
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    I. C.
    New Business Account Manager
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    UNITED STATES
    Mar 07, 2023
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    J. T. C.
    Lead Financial Advisor
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    Oct 17, 2024
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    M. P.
    Marketing Senior Relationship Manager
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    UNITED STATES
    Apr 07, 2023
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    R. D. O.
    Lead Financial Advisor
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    United StatesArizona
    Nov 13, 2025
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    B. T.
    Senior Portfolio Trader And Quantitative Analyst
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    United StatesTexas
    Dec 05, 2025
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    C. D.
    Senior Event Coordinator
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    Oct 24, 2025
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    K. L.
    Senior Marketing Coordinator
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    Sep 10, 2025
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    W. A.
    Senior Business Development Specialist
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    May 30, 2025
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    N. B.
    Sr. Administrative Assistant
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    United StatesKentucky
    Oct 19, 2025

Frequently Asked Questions

What is Strategic Wealth Designers known for?

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Strategic Wealth Designers was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Strategic Wealth Designers's company overview page for more information.

What is Strategic Wealth Designers's most common email format?

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Strategic Wealth Designers employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Designers email formats with LeadIQ.

How many employees does Strategic Wealth Designers have currently?

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Strategic Wealth Designers has approximately 105 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Strategic Wealth Designers's key employees and leadership?

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As of December 2025, Strategic Wealth Designers's key employees include:

  • Chief Compliance Officer: F. P.
  • President: J. S.
  • President: M. T. L.
  • Head Of Client Services/Chief Compliance Officer: P. C. G.
  • Founder / Ceo: M. D.

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