Skip to content
  • T: 910.665.4515
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • J.D. Swart
    • Amanda R. Schedler
    • What Makes Us Different
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Healthcare Professionals
    • Pre-Retirees
    • Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Longevity Planning
    • Retirement Planning
    • Business Planning
  • Resources
    • Resources
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • WilmingtonNC - FGN03
    1508 Military Cutoff Road Suite 102 Wilmington, NC 28403-5730 T: 910.665.4515
    Map and Directions Map and Directions
Swart Financial PartnersSwart Financial Partners
Reset All Filters
Filter
  • Category
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Investment Strategy
    • Longevity Planning
  • Media
    • Document
Updated: April 2025 Investment Strategy Quarterly
4/10/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement and Longevity
Advocacy in Your Time of Need
7/24/2018
Retirement and Longevity
Longevity Planning Questionnaire
7/24/2018
Retirement and Longevity
Advocacy in Your Time of Need
7/24/2018
Retirement and Longevity
Always here for you
Swart Financial PartnersSwart Financial Partners
  • 1508 Military Cutoff Road Suite 102 Wilmington, NC 28403-5730
  • T 910.665.4515
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use