
J.D. Swart,
CPA, CRPC™
Founder, Swart Financial Partners
Financial Planner, RJFS
Equipped with two decades of experience in financial services, JD strives to prioritize pursuing the specific needs of individuals, business owners and executives with complex situations. JD is both a Certified Public Accountant (CPA) and a Chartered Retirement Planning Counselor™ designation holder. In his role as a financial planner, JD has the depth of knowledge to work alongside other CPAs and estate attorneys to comprehensively support his clients, put their goals at the center and help maximize tax savings.
JD began his career in financial services in 2006 and previously worked with Edward Jones for over a decade. Today, he makes use of his wealth of experience and the backing of a firm that has industry leading resources, technology capabilities and investment platforms to fully support his clients. This combination of tools empowers him to help deliver a truly customized experience that focuses on simplifying and organizing all the financial and non-financial aspects of his clients’ lives.
Alongside the designations he holds, his professional experience is further backed by a bachelor’s degree in business management and finance from NC State University and a master’s degree in accountancy from the University of North Carolina at Wilmington.
Outside the office, JD is co-chairman of the North Carolina Ducks Unlimited Billfish Tournament and a member of the New Hanover Community Foundation Board. When not volunteering, JD spends his free time offshore fishing, boating and spending time outdoors with his family.
JD lives with his wife, Brooke, daughter, Peyton (5) and son, Mills (3), in Wilmington.