TFC Happenings
Scott Swartz Has Joined Our Firm
Please join us in welcoming Scott A. Swartz, CFP®, Vice President, as the newest member of our team. Scott provides comprehensive financial planning and investment advisory services for a select number of the firm’s clients and is a participant of the firm’s Financial Planning and Investment Committees.
Prior to joining TFC Financial Management, Scott was a Partner and Senior Financial Counselor at The Colony Group, LLC where he worked with high net-worth individuals and families on investment management, estate planning, risk management, concentrated wealth positions, and other financial planning areas. He also worked closely with clients on income tax planning and tax return preparation.
Scott is a graduate of Bowdoin College in Brunswick, ME where he received a B.A. degree in History. He earned his MBA from the University of North Carolina – Chapel Hill’s Kenan-Flagler School of Business with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Scott serves on the Board of the Walter Trumbell Scholarship at the Middlesex School in Concord, MA.