Trevor R. Swartz, Managing Director and Partner at Hightower, brings over 23 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 needs. He takes pride in helping simplify clients' financial lives through financial planning.
Trevor began his career at Merrill Lynch in 2000 as a Vice President and Portfolio Manager in its PIA program. Before 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® professional.
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, etc. They also enjoy the occasional trip to the Rocky Mountains.
tswartz@hightoweradvisors.com
office (239) 215-6060 | direct (239) 215-6062