D. Scott Swinehart CFP®, CRPC®
Scott specializes in wealth management and retirement planning, creating customized financial plans designed to help clients reach their desired goals. Scott began his career in the financial services industry in 1995 with The Vanguard Group. He subsequently served in positions with Delaware Investments, Lincoln Financial Distributors and Lincoln Financial Advisors before joining Cetera Advisors, LLC in April of 2021.
Scott graduated with a Bachelor's Degree from Bloomsburg University in 1994. He has obtained FINRA Licenses Series 6, 7, 63 and 65. He also has Life & Health Insurance licenses in PA, NJ and TX. Scott holds a CERTIFIED FINANCIAL PLANNER (CFP®) designation as well as Chartered Retirement Planning Counselor (CRPC®).
Outside of work, he enjoys playing golf, cycling and playing guitar. Scott lives in Downingtown, PA with his wife Alexis and their 2 boys, Daniel and AJ.