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.
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 Advisor Representative of Provenance Wealth Advisors Registered Representative of Raymond James. Chartered Financial Planner