Strategic Wealth Specialists

10/20/2026

What a wonderful time for our organization and advisor community. So grateful to be apart of this remarkable organization community. 💚💙

10/20/2026

Thinking about a career change? Your next career may not require starting completely from scratch.

There are a few things worth considering:

1. Transferable skills from the experience you already have
2. New opportunities to learn and grow
3. More ownership in the direction of your career
4. Meaningful relationships with the people you work with and serve

A career in financial services can look different from the traditional career path. If you’re considering a change, it may be worth exploring what your experience could bring to a career as a Financial Representative.

Interested in learning more? Reach out to [email protected]

10/20/2026

Nothing like The Biltmore in the fall!
A memorable trip to Asheville, North Carolina for our agency qualifiers. Celebrating hard work and accomplishments in a beautiful destination!
Congratulations to everyone who earned a spot on the trip. Thank you for all you do and for your continued commitment to serving others!

10/19/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

10/14/2026

Another Happy Birthday to Melissa, our Life New Business Coordinator!

We’re grateful to have Melissa as part of the SWS team and hope her birthday is filled with happiness, laughter, and a little extra celebration. Join us in wishing her a wonderful birthday!

10/14/2026

Happy Birthday, Nicole! 🎉 Wishing our Jacksonville recruiter a wonderful birthday and a year ahead filled with happiness and success. We’re grateful to have you on the SWS team!

10/13/2026

It’s almost Halloween, so we’re talking about the things you should actually ghost.

Impulse spending? Ghost it.
Ignoring your budget? Ghost it.
Putting off retirement savings? Definitely ghost it.

Your financial advisor, though? Don’t ghost them.

A quick conversation now can help you stay on track with your financial goals!

10/12/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

10/08/2026

October is a good time to take a closer look at your finances before the holidays and the end of the year arrive!

Your budget, savings goals, retirement contributions, insurance coverage, and beneficiaries are all worth a quick review. If you’re not sure where to start or what may need to be adjusted, a conversation with a Financial Representative or Advisor can help you take a closer look at the bigger picture!

Don’t wait until January to check in on your financial goals.

10/08/2026

Our Jacksonville recruiter, Nicole, spent the day at Jacksonville University connecting with students and sharing more about SWS, the financial services industry, and the career opportunities available in Jacksonville.

Always a great day when we get to connect with the next generation of professionals!