Dainan Swoope
I bring a fresh and valuable perspective to helping families reach their financial goals and find lasting peace of mind. Raised by a hardworking single mother, I learned the value of perseverance, thoughtful planning, and making future-oriented decisions at an early age. Now, as a Wealth Advisor, I’m dedicated to helping individuals and families make informed, impactful choices that their future selves will appreciate.
“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.
Contact Dainan to set up a no-obligation conversation about your financial well-being.