Thomas Szwed & Christy, Wells Fargo Advisors

Our Mission

We are a team of financial advisors and associates who believe in a holistic approach toward driving your investment plans. As you move through the stages of your life, from work to retirement to estate planning strategies, it's important to have a continuity of action. Our diverse and extensive team brings a wealth of resources to build long-term relationships, ensuring that each of our clients maintains an uninterrupted continuity of sound financial advice.

"Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success."

- Picasso

Why Us?

Team Approach

Our team of investment professionals works synergistically to help you achieve your financial goals and dreams.

A Diversity of Experience

We are an experienced team committed to you now and for the long-term.

A Plan Based Approach

Our team will build a customized investment plan around your unique needs and goals.

In-House Portfolio Management

In addition to a full spectrum of traditional investment solutions, our team provides a variety of in-house actively managed investment portfolios to further diversify and customize your investment goals.

Learn With Us

Knowledge is power - we empower our clients with knowledge to embrace the future.

Let's Talk

Click below to start your financial journey with the help of our team of financial advisors. Together, we'll help achieve your goals.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TX, UT, VA, VT). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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