Martha Swain, CLU, ChFC, CFP®
Manager of Financial Planning Unitmswain@provwealth.com
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Experience:
Martha Swain has 20 years of experience in the financial services industry, for which she has earned Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations and the CFP® certification. Since joining Provenance Wealth Advisors in 2010, she has led the firm’s Financial Planning Unit in developing detailed financial plans for clients. Swain holds a Florida Life and Health license and a Series 6 license. She earned a bachelor’s degree from Western Carolina University in Asheville, N.C.
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.
Education:
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
Affiliations:
Investment Advisor Representative of Provenance Wealth Advisors
Registered Representative of Raymond James
Certified Financial Planner
