Paul Swift

Paul is a Financial Advisor with 23 years of experience in the financial services industry. Over the course of his career, he’s gained a broad, hands-on perspective that allows him to guide clients through important financial decisions with confidence and clarity.

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As a Certified Exit Planning Advisor, Paul is passionate about making a meaningful difference in his clients’ lives. He approaches every plan from the client’s point of view, valuing practical guidance, thoughtful listening, and strategies that align with what matters most. At heart, Paul is a small-town kid living in a big city, bringing straightforward advice and steady perspective to his work.

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Outside of the office, Paul enjoys golfing. He takes pride in being part of the Loom Capital team, where collaboration, integrity, and doing the right thing guide how they serve clients every day.