Dainan Swoope
Certifications
"When working with my clients, I seek to understand their unique stories and provide personalized guidance that reflects their specific goals and challenges."
Whether it’s planning for retirement, saving for education, or building a legacy, I aim to make complex financial choices simpler and more meaningful, giving my clients the freedom to focus on what truly matters in their lives.
I graduated from Elon University in 2019, where I led our basketball team as captain for two years and earned my bachelor’s degree in finance and management. I continued my education with a fifth year at Sam Houston State University in 2020, playing as the starting point guard. Outside of work, I enjoy spending time with family, reading, and playing basketball. Call today to set up a no-obligation conversation about your financial well-being.
Call today to set up a no-obligation conversation about your financial well-being.
Primary Location
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |