Charity A. Swan
Senior Client Care Associate
My NET WORTHWHILE™ is helping others find the path to their goals.
With a unique ability to approach complex financial situations with a resourceful bent, Charity works closely with relationship managers and other team members to help clients reach and exceed their goals. Ensuring clients receive exceptional service, Charity provides comprehensive account support services, including researching and responding to client inquiries, processing account openings and closings, assisting with account distributions, and portfolio accounting and reporting.
Prior to joining SignatureFD, Charity worked for Frazier & Deeter LLC, providing administrative and technical support services. She holds a Bachelor of Arts in Psychology from the University of South Florida.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.