Zach Swaffer is a Client Relationship Manager for Brown and Company; he has been with the firm since 2021. In his role, Mr. Swaffer is responsible for building long-term relationships as an attentive partner who strives to simplify our clients’ financial lives.
Prior to joining the firm, he worked as a Certified Financial Planner™ with Trilogy Financial, analyzing clients’ portfolios and creating financial plans. Prior to becoming a CFP®, Zach participated in the Credit Analyst Leadership Development Program with Chemical Bank in Michigan. Mr. Swaffer attended Hillsdale College and earned a Bachelor of Arts in Financial Management while also being a member of the football team as a NCAA Division II athlete.
Credentials:
- CERTIFIED FINANCIAL PLANNER™
- Series 65 Registration, held with LPL Financial
- Series 7 Registration, held with LPL Financial
- Series 63 Registration, held with LPL Financial