Associate
Current
Feb 2019 - Present
AeroLeads people directory · profile
Barry J. Swaim Email & Phone Number
Founder at Accruent Wealth Advisors
at
Accruent Wealth Advisors
1 work email found
@accruentadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder at Accruent Wealth Advisors
Location
Winston-Salem, North Carolina, United States
Company size
Who is Barry J. Swaim? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Barry J. Swaim is listed as Founder at Accruent Wealth Advisors at Accruent Wealth Advisors, a company with 2 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at accruentadvisors.com and a matched LinkedIn profile for Barry J. Swaim.
Barry J. Swaim previously worked as Associate at Accruent Wealth Advisors and Founder at Accruent Wealth Advisors. Barry J. Swaim holds Cfp Professional Education Program, Certified Financial Planner (Tm) from College For Financial Planning.
Company email context
Email format at Accruent Wealth Advisors
This section adds company-level context without repeating Barry J. Swaim's masked contact details.
{first_initial}{last}@accruentadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Barry J. Swaim. Compare company email patterns before reaching out.
Profile bio
About Barry J. Swaim
Specialties: personal financial planning, retirement planning, tax planning, independent Fee Only financial advisors, portfolio management, wealth management.
Listed skills include Portfolio Management, Tax, Investments, Retirement Planning, and 2 others.
Current workplace
Barry J. Swaim's current company
Company context helps verify the profile and gives searchers a useful next step.
Accruent Wealth Advisors
2 roles
Barry J. Swaim work experience
A career timeline built from the work history available for this profile.
Founder
CurrentWealth Management Group, Inc. is now Accurent Wealth Advisors. Same company with a new name and new look. Please visit accruentadvisors.com.
Feb 1991 - Present
2 education records
Barry J. Swaim education
Cfp Professional Education Program, Certified Financial Planner (Tm)
Ba, Speech Communications - Public Relations / Minor English
FAQ
Frequently asked questions about Barry J. Swaim
Quick answers generated from the profile data available on this page.
What company does Barry J. Swaim work for?
Barry J. Swaim works for Accruent Wealth Advisors.
What is Barry J. Swaim's role at Accruent Wealth Advisors?
Barry J. Swaim is listed as Founder at Accruent Wealth Advisors at Accruent Wealth Advisors.
What is Barry J. Swaim's email address?
AeroLeads has found 1 work email signal at @accruentadvisors.com for Barry J. Swaim at Accruent Wealth Advisors.
Where is Barry J. Swaim based?
Barry J. Swaim is based in Winston-Salem, North Carolina, United States while working with Accruent Wealth Advisors.
What companies has Barry J. Swaim worked for?
Barry J. Swaim has worked for Accruent Wealth Advisors.
Who are Barry J. Swaim's colleagues at Accruent Wealth Advisors?
Barry J. Swaim's colleagues at Accruent Wealth Advisors include Weston Bryan and David Klepeisz, Cfp®, Ea.
How can I contact Barry J. Swaim?
You can use AeroLeads to view verified contact signals for Barry J. Swaim at Accruent Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Barry J. Swaim attend?
Barry J. Swaim holds Cfp Professional Education Program, Certified Financial Planner (Tm) from College For Financial Planning.
What skills is Barry J. Swaim known for?
Barry J. Swaim is listed with skills including Portfolio Management, Tax, Investments, Retirement Planning, Financial Planning, and Wealth Management Services.
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