Michael Swann, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Michael Swann Photo
Michael Swann, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

1109 MURFREESBORO ROAD

FRANKLIN, TN 37064

1109 Murfreesboro Road,

Franklin, TN 37064

Check the background of this investment professional on FINRA's BrokerCheck

About

Michael (Scott) Swann is a Vice President and Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 20 years of financial services, retirement planning and investment management experience. Scott has earned the professional designation of Certified Financial PlannerTM (CFP®). He is a native of middle Tennessee and is a graduate of Western Kentucky University with a Bachelor's degree in Finance. Scott serves on the board of Mental Health America of Middle TN.

Scott's focus is advising on the development and implementation of investment strategies to help clients met their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

Continue Reading