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This is our story, we look forward to hearing yours. At SWAN Capital, our sole focus is YOU.
As director of operations, Marie is responsible for the day to day process and delivery of professional services for SWAN Capital. Marie’s passion is to make sure everything in the office runs smoothly so our clients can be sure that when it comes to paperwork through the office, that it is being handled efficiently but also appropriately.
Marie has over 25 years of experience working in the financial industry and is dually licensed with her life and variable annuity insurance license and has obtained a Series 6 securities license.
In her personal time, Marie loves spending time with family, friends and staying active with tennis, golf and enjoying all the outdoor activities the beautiful Gulf Coast has to offer.
An avid sports fan, she stays true to the Fighting Irish of Notre Dame, as her dog, Rudy, can attest.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 850-380-9558 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
"The Changing Story of Retirement"
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