Senior Wealth Planner

The Senior Wealth Planner is a Certified Finance Planner professional and is the primary client contact responsible for maintaining the client financial planning relationship. The SWP manages all aspects of the financial planning engagement and works in tandem with the client Portfolio Manager in addition to coordinating with Wealth Planners, Advisors and Analysts. SWP’s can manage all functions including those of the Wealth Planner and Wealth Analyst.