Ann L. Swartz, Clu®, Chfc®, Casl®, Clf® Email & Phone Number

Waltham, Massachusetts

I ensure everyone in the organization adheres to Integrated Partners' principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence in helping clients address their financial goals. My 25 years of experience as a financial advisor attests to my ability to effectively help advisors enhance their practices through planning, practice management and building relationships with referral generating partners.Integrated Partners specializes in coordinating with all of our clients’ other advisors to ensure collaboration in all aspects of your financial life. Specialties include retirement planning, estate planning, investment strategies, legacy planning, charitable gifting, wealth building strategies and business owner planning.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. CASL conferred by The American College.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. I can only discuss and/or transact business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MI, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY.

Provide an assessment of the advisor’s practice and evaluate office efficiencies. Develop customized solutions which enable measurable increases in production through practice management and consistent utilization of established processes.

Dynamic, team oriented, senior level management professional with a proven track record of operational growth and organizational development. Successfully re-engineered and streamlined business processes by leveraging employee accountability and technology, providing excellent cost management and business controls. Strong human resource, project management and team leadership skills, with a proven ability to hire and develop personnel at all levels of an organization, and place them in roles where knowledge, skills and experience are best utilized in executing high level business objectives.

East Providence, Rhode Island

Primary responsibilities included the principaling of the firm's annuity and securities business. Annual compliance review responsibilities as well as correspondence oversight. On site principal.

Clu, Chfc, Casl, Clf, Financial Planning And Services

Bachelor Of Arts (Ba), Economics