Terry Swaim, AIF®

Terry Swaim, AIF®

Senior Wealth Advisor

Terry graduated from Wofford College in 1997 with a degree in Business Economics. Terry began his financial services career with John Hancock in 1997 following graduation, and has over 23 years of experience with investment management and financial planning. He holds the series 7, 24, 63 & 65 securities licenses with LPL Financial coupled with industry insurance licenses.  Terry has spent his career helping families and small businesses with their investment management and financial planning needs. His greatest joy comes from watching his clients’ families pursue their goals such as retirement, college for children, growing a business, or other goals they work so hard for. He believes that getting to know a family/business, their specific needs, wants, and goals is essential to earning their trust for a mutually beneficial client/advisor relationship.

Terry and his wife Heather live in Dacula with their 3 daughters; Samantha, Reilly and Abbey. Their family is very active in their church, schools, and community. Terry and Heather believe that pouring into others through giving of time, talents and treasures is essential to living an abundant life.