Martha Swain has over 25 years of experience in the financial services industry. Since joining Provenance Wealth Advisors in 2010, she has led the firm’s Financial Planning Unit in developing detailed and customized financial plans for the firm’s most affluent clients. Her focus is to analyze a client’s entire financial situation, including estate, business, investment, retirement and insurance, in order to develop a comprehensive financial plan that will effectively align goals with objectives.
As a graduate of the Western Carolina University in Asheville, N.C., Martha earned a bachelor’s degree in Communications. She is a CERTIFIED FINANCIAL PLANNER™ professional with a Series 6 license. Additionally, Martha is a designated Chartered Life Underwriter along with a Chartered Financial Consultant (ChFc). Her knowledge of life insurance and advanced financial planning make her an asset to the advisors when compiling holistic financial plans.
Martha enjoys volunteering at the Broward Humane Society, working to help rehabilitate abandoned dogs and cats with social behaviors. She has also contributed to the United Way and Take Stock in Children.
Currently Martha resides in Plantation, Florida. She is passionate about traveling, cooking, interior decorating, and appreciates taking long walks in the Everglades.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
American College – Chartered Life Underwriter (CLU)
American College – Chartered Financial Consultant (ChFC)
Western Carolina University – Bachelor of Science in Radio and Television Communications, Minor in Marketing Communications
Investment Adviser Representative of Provenance Wealth Advisors
Registered Representative of Raymond James
Certified Financial Planner