Gerald J. Swift, CFP®, ChFC®, CLU®
Gerry has been in the financial services industry since 1977. For more than 40 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 FINRA Series 7 (General Securities Representative Exam) and 63 (NASAA Uniform Securities Agent State Law Exam) securities registrations through Commonwealth Financial Network®, along with various state insurance producer licenses. He is an investment adviser representative with Commonwealth, member FINRA/SIPC, and is registered in Massachusetts and Florida.
Gerry earned a bachelor's degree from Bridgewater State College, performed graduate work at the University of Montana, and obtained his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College in Bryn Mawr, Pennsylvania.
Gerry is a member of the Financial Planning Association and the Estate Planning Council of Cape Cod (past president), and he 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 schoolteacher has contributed to his success in educating others in the often confusing world of retirement, estate, investment, and tax planning. A 10th-generation Cape Codder, Gerry lives in East Sandwich and has two wonderful daughters and four grandchildren.
William G. Scotti III, CFP®, CRC®, AIF®
Managing Principal Cape Cod and Wealth Management Director
Bill is an original team member of Axial Financial Group. He graduated from Merrimack College’s Girard School of Business and received Merrimack’s Certificate of Advanced Study in Financial Planning. Bill is a CERTIFIED FINANCIAL PLANNER™, Certified Retirement Counselor®, and Accredited Investment Fiduciary®. He holds FINRA, Series 7 and 66 securities registrations (held through Commonwealth Financial Network), as well as Life, Accident and Health Insurance licenses.
Bill now serves as Wealth Management Director and Managing Principal of Axial’s Cape Cod Office.
Bill is an active member in his community, having served on many local non-profit boards and committees. He presently serves on the board of Cape Kids Meals, an organization that provides food for weekend meals for school aged children on Cape Cod, https://capekidmeals.org/. For his accomplishments Bill was awarded the “Cape & Plymouth Business™ 40 under 40 Award” in 2016.*
Bill lives in Sagamore Beach with his wife Brittany and their three children, Will IV, Jack, & Mark. He loves spending time with his family, and you can usually find him attending or participating in his children’s sports events, at home building Legos with the boys, or at the beach enjoying Cape Cod Bay.
Bill can be contacted at Axial Financial Group in Hyannis, Massachusetts, at 508.771.4992 or [email protected].
Securities and advisory services offered through Commonwealth Financial Network,
Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Axial Financial Group are separate and unrelated to Commonwealth.
*This program honors distinguished businesspeople under the age of 40 who have made a mark in our region at an extraordinarily young age. These top young business leaders excel in their industry and show dynamic leadership characteristics. Now in its fifth year, the Cape & Plymouth Business 40 Under 40 Awards program continues to recognize the tremendous contributions of young professionals to our region.
Tracey Brennan-Reale, CLTC®, FPQP™
Wealth Management Consultant
Tracey joined Swift Financial Services in April 2005 and became a member of Axial’s team in 2012 when Axial and Swift merged. With more than 25 years in the financial services industry, she takes great pride in providing unique, personalized financial services to individuals and their families. A believer in providing solutions, Tracey enjoys guiding her clients through savings plans, retirement planning, college planning, and portfolio construction.
Tracey graduated with a BS/BA from Suffolk University and AS from Fisher College. Her financial services experience spans more than 30 years, over the course of which she completed courses such as the Foundations in Financial Planning Program from the College for Financial Planning® and H&R Block’s Income Tax Preparation certification. Tracey has her state life insurance license and holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation, as well as the Certification for Long-Term Care (CLTC™) designation. In addition, she holds the FINRA Series 7 and 66 securities registrations as a registered representative and investment adviser representative of Commonwealth Financial Network®.
In her spare time, Tracey enjoys painting old furniture, gardening, spending time with friends and family, and having a passion for the beach. A Massachusetts native, Tracey resides in Dennis with her husband, Christopher, and their dogs, Jude and Ringo.