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Jaclyn Swavely, CFP®

Wealth Manager

Jackie serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Jackie offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Jackie served as a client advisor at a Pennsylvania investment advisory firm, where she was involved in portfolio construction, financial plan creation and execution, investment management and investment research.

Jackie received her Bachelor of Science degree in business administration from King’s College. She is also a CERTIFIED FINANCIAL® professional, as designated by the Certified Financial Planner Board of Standards.

Jackie is on the board of the KTA Funding Hope Foundation and enjoys going to concerts, watching movies and spending time with friends and family.

Articles by Jaclyn Swavely, CFP®

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