_edited.JPG "Gerald J. Swift (Gerry_Swift_Sept2007_(3)_edited.JPG)")
Gerald J. Swift, CFP®, ChFC, CLU
President
gjswift@swiftfinancialservices.com
Gerry has been in the financial services industry since 1977. For over 30 years, integrity and professionalism have built Gerry a reputation that has brought him recognition from his peers. Gerry's broad knowledge and expertise are exemplified by the designations he holds.
Gerry is a CERTIFIED FINANCIAL PLANNERTM Practitioner, and holds the following registrations: FINRA Series 7 (General Securities Representative Exam) and 63 (NASAA Uniform Securities Agent State Law Exam) securities registrations through Commonwealth along with various state Insurance Producer licenses. He is an Investment Adviser Representative with Commonwealth Financial Network®, Member FINRA/SIPC and is registered in Massachusetts and Florida.
Gerry earned a bachelor degree from Bridgewater State College, performed graduate work at the University of Montana, obtained his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in Bryn Mawr, PA.
Gerry is a member of the Financial Planning Association, the Estate Planning Council of Cape Cod (past president) and is an active member of the Kiwanis Club of Sandwich.
Over the years, thousands of people throughout New England have attended Gerry's seminars on various financial planning topics. In addition to being a well-known speaker on Cape Cod, he has also lectured to many different clubs and organizations. Furthermore, he has taught several courses on topics relating to his areas of specialization. Gerry was a high school teacher prior to joining the financial services industry. He feels his experience as a school teacher has contributed to his success on educating others in the often confusing world of retirement, estate, investment, and tax planning. Being a tenth-generation Cape Codder, Gerry lives in East Sandwich, has two wonderful daughters, and two terrific grandsons.
_edited.JPG "Tracey Brennan Reale (Tracey_Sept2007_(13)_edited.JPG)")
Tracey Brennan-Reale
Registered ParaplannerSM,
tbreale@swiftfinancialservices.com
Tracey joined Swift Financial Services, Inc., in April 2005. She has over 18 years of experience working in the financial services industry. She began her career with State Street Bank & Trust Company in 1987 and began working alongside investment advisors in 1994. She received her AS degree in Business from Fisher College and completed one year of liberal arts study at UMASS/Boston. In 1996, she completed her internship for the Foundations in Financial Planning Program through the College for Financial Planning® and holds the Registered Para-plannerSM or RP® professional designation. For two years, Tracey also worked alongside a Certified Public Accountant (CPA) where she received her income-tax preparation certification from H&R Block. Tracey is now pursuing her BSBA at Suffolk University and expects to graduate in 2010.
Tracey's primary responsibilities at Swift Financial include providing technical support and assisting with portfolio reviews and account maintenance. This includes assisting Gerry with asset allocation decisions, portfolio construction, and rebalancing strategies based on his clients' risk tolerances and objectives. Other responsibilities include, but are not limited to, working with clients on administrative matters as well as organizing data, identifying problem areas, and assisting with calculating projections. Tracey also helps research all mutual fund, variable annuity, and stock-related securities and acts as liaison between Gerry and mutual fund/variable annuity wholesalers, as well as Commonwealth Financial Network®'s wealth management and research teams. Tracey resides in South Dennis with her husband, Christopher, and two dogs, Winston and Dillon.
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