SWAN Capital Employee Directory

Financial ServicesUnited States11-50 Employees

SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. We help our clients design a plan for a secure future through education and quality strategies. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Our financial strategies and solutions are as unique as our clients.

Find SWAN Capital employees' phone numbers or email addresses

SWAN Capital Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

SWAN Capital's Leadership

  • Stylized image of a person
    A. M.
    Ceo/Founder
    Phone icon
  • Stylized image of a person
    K. F. L.
    Director Of Growth & Culture
    Phone icon
  • Stylized image of a person
    T. P.
    Director Of Case Design
    Phone icon
  • Stylized image of a person
    L. J.
    Portfolio Manager
    Phone icon
  • Stylized image of a person
    E. B.
    Client Ambassador
    Phone icon
  • Stylized image of a person
    E. T.
    Executive Assistant
    Phone icon

Contact profiles from SWAN Capital

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. M.
    Ceo/Founder
    Phone icon
    United StatesFlorida
    Nov 20, 2025
  • Stylized image of a person
    K. F. L.
    Director Of Growth & Culture
    Phone icon
    United StatesFlorida
    Oct 23, 2025
  • Stylized image of a person
    T. P.
    Director Of Case Design
    Phone icon
    United StatesFlorida
    Nov 20, 2025
  • Stylized image of a person
    L. J.
    Portfolio Manager
    Phone icon
    United StatesFlorida
    Jul 17, 2025
  • Stylized image of a person
    E. B.
    Client Ambassador
    Phone icon
    United StatesFlorida
    Nov 16, 2025
  • Stylized image of a person
    E. T.
    Executive Assistant
    Phone icon
    United StatesFlorida
    Oct 26, 2025

Frequently Asked Questions

What is SWAN Capital known for?

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SWAN Capital operates in the Financial Services industry. The company's main headquarters is located in 107 W Gregory St,, Pensacola, Florida 32502, US. Explore SWAN Capital's company overview page for more information.

What is SWAN Capital's most common email format?

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

How many employees does SWAN Capital have currently?

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SWAN Capital has approximately 17 employees as of November 2025. These team members are located across 1 continents, including North America.

Who are SWAN Capital's key employees and leadership?

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As of November 2025, SWAN Capital's key employees include:

  • Ceo/Founder: A. M.
  • Director Of Growth & Culture: K. F. L.
  • Director Of Case Design: T. P.
  • Portfolio Manager: L. J.
  • Client Ambassador: E. B.

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