Steve Swords is a qualified professional, who works in Steve Swords CPA"A Registered Investment Advisor"as a Owner from 1987. Steve Swords has earned professional experience in more than three positions at different companies. Steve Swords went to the Austin College and got education there from 1972 to 1976. Tyler, Texas is the city, where this person was known to live. This person's email address and phone can be easily accessed through this website on demand.
Name variants:
Stephen Swords
Last updated Jun 20, 2024

Contact Information

Last Update
Jul 14, 2022
Email
sa**@aol.com
Location
Tyler, TX
Company
Steve Swords CPA "A Registered Investment Advisor"

Work History

Owner

East Texas
Financial Advisor and Private Wealth Stewardship manager to multiple high net worth households/families
from Jul 1987

Financial Advisor

2002 — 2012

CPA

1977 — 1980

Education

Occupations

Executive
Owner
Financial Broker
Financial Consultant
Manager
Accountant
Finance and Accounting Specialist
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Financial Planning
Investments
Retirement Planning
Private Wealth Management
Insurance
Estate Planning
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