Trevor R. Swartz, CFP® | Managing Director and Partner

Trevor R. Swartz Headshot

Trevor R. Swartz, Managing Director and Partner at Hightower, brings over 20 years of experience in the financial services industry to the team. Trevor’s areas of focus include, assisting clients to conserve and conservatively grow their wealth through highly-personalized financial plans built around client goals. One of his specialties is assisting clients in generating income to supplement their retirement income. He takes pride in simplifying clients' financial lives through the financial planning process.

Trevor started his career at Merrill Lynch in 2000 where he was a Vice President and Portfolio Manager in its PIA program. Prior to joining Merrill Lynch, he served on active duty for five years as an Engineer Officer in the U.S. Army attaining the rank of Captain. While in the Army, he was selected to play on the All-Army and Combined Services rugby football teams. Trevor attended the United States Military Academy at West Point and is a Certified Financial Planner™ (CFP®) certificant.

Trevor lives in Fort Myers with his wife Megan and their three children. He and his family enjoy spending time in and on the water – boating, fishing, spearfishing, snorkeling and tubing. They also enjoy the occasional trip to the Rocky Mountains to ski.

tswartz@hightoweradvisors.com
office (239) 215-6060 | direct (239) 215-6062

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