SWAN Capital Company Profile, Contacts & Intelligence

Financial ServicesPensacola, Florida, United States17 employees
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
17
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts
Departments
2
Mapped contact coverage

SWAN Capital Overview

SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. We help our clients design a plan for a secure future through education and quality strategies. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Our financial strategies and solutions are as unique as our clients.

Headquarters
Pensacola, Florida, United States
Website
swan-capital.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Company Email
Available in AeroLeads
Estate Planning Retirement Planning VA Planning

SWAN Capital Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
Finance
2
General
2

SWAN Capital People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

K
Katie French Lortie
Human Resources Professional
S
Sara Albrecht , Cfa
E
L
Laura Mayo
Marketing Manager - Building Brands
A
Andrew Mcnair
Ceo/founder at Swan Capital

SWAN Capital Workforce Composition

Seniority breakdown across 11 visible profiles.

Individual contributor
9
Executive
1
Manager
1

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