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6421 Avondale Drive
Suite 210
Nichols Hills, OK 73116

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Swisher Financial Services, LLC.

(405) 418-8586

 
Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement Estate Management 101 When Do You Need a Will? Retiring the 4% Rule The Rule of 72 Inflation and Your Portfolio It May Be Time for a Financial Checkup

8Understanding Today's Financial Environment

Scott Swisher has had 28 years of experience of asset management as a Financial Advisor. He is the Managing Principal of Swisher Financial Services LLC. His past employment was with Southwest Securities 2004-2011 and Morgan Stanley from 1993-2004. Mr. Swisher was a member of the Chicago Board of Trade from 1989-1992 as an Independent Commodity Trader in the Municipal Bond Pit.

He volunteers for many charitable foundations and has been married since 2005.

Scott Swisher holds a Master of Business Administration degree from DePaul University and a Bachelor of Business Administration degree from the University of Oklahoma. He has the designation of CERTIFIED FINANCIAL PLANNER™ since 2006. He currently holds the following registrations, Series 3, 7, 9, 10, 63, and 65 with LaSalle Street Securities LLC. He is registered with the Financial Industry Regulatory Authority (FINRA) and other regulatory bodies.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, Scott is committed to helping people just like you create options for their retirement assets. Once your risk tolerance, time horizon and goals are understood, Scott will work diligently to develop a program that carefully balances investment strategies while seeking to preserve principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. Scott works closely with his clients to evaluate those opportunities and get in position to reap those rewards. He enjoys  helping people build a solid financial foundation for the future.

If something prompts a question, please send a quick email or call the office. Scott would enjoy speaking with you.

What Does the CFP® Certification Mark Mean?

Scott Swisher is a CFP®. Why is this important? The CFP® certification mark identifies an individual who has met the education, examination, experience and ethics rules established by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (CFP® Board). Anyone can call himself or herself a “financial planner”. But only those who have fulfilled the certification and re-licensing requirements of the CFP® Board can use its certification mark.

CLICK HERE to learn more.

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