• Jack Swartz

    Financial Advisor

After graduating from High Point University with a bachelor’s degree in business administration and a minor in economics, I worked various sales and analytic roles in the beverage industry both down in North Carolina, and then back home in New England. When the pandemic hit, I decided I wanted to do something to give back and help those in need. I became an EMT and spent the next 2 years working in the city of Boston. When I wasn’t on the ambulance, I was attending Boston University, where I obtained a master’s degree in health informatics. Becoming a financial advisor and joining the team in 2023 allowed me to combine my strengths from my earlier experience in business and analytics with my passion for helping others. Depending on the season, when I’m not working, I can usually be found playing hockey, golfing, or watching Boston sports.