Gene Swindle joined the Raymond James family, as a financial advisor, in 2019 after having relocated from Miami, Florida where he worked in the home mortgage industry as a Compliance Officer, Senior Loan Officer and account manager for over 8 years. What brought Gene to Raymond James was the opportunity to work with a company that shares the same goals and values in helping others achieve financial freedom in retirement.
Gene studied International business at Virginia Tech and graduated with a degree in Economics from James Madison University. In addition, Gene holds his Accredited Asset Management SpecialistSM designation. A recent transplant to the Mt. Pleasant area, Gene enjoys spending time in Charleston enjoying everything the city has to offer, including outdoor activities as well as boating and family events.
Finding comfort in assisting individuals, families, and businessesin planning for retirement and the road of life ahead, Gene is passionate about wealth management and strives to customize financial plans for his clients that target the goals and objective needs for their financial portfolios to prosper.