Ann L. Swartz, CLU, ChFC®, CASL, CLF®

I support our growth by overseeing all teams under the Integrated umbrella. From Integrated management to our growing number of registered offices, thriving advisors, their teams, and our licensed partners, I have the pleasure of working with everyone affiliated with the firm to ensure operational and compliance matters are handled timely and efficiently.

As our advisors’ business partner, we understand the key drivers that fuel the growth of their practices. Additionally, we offer invaluable assistance by assuming certain operational and compliance responsibilities, thereby lightening their load. Our dedicated efforts are geared towards delivering seamless communication, expert guidance, and unwavering support, all while ensuring that the entire process remains streamlined and hassle-free for them.

Our success has given me the opportunity to fulfill my passion for helping people! In just a few years our AUM has grown by billions and Integrated’s management team has increased from 15 members to a robust 54 and counting. Opportunities have resulted from our tremendous growth for everyone associated with Integrated and it’s been truly gratifying serving as a support system as others develop and make their professional goals and dreams reality.

My professional background has included experience in virtually every role in a financial services firm. I began in sales, achieving success and recognition, however, I decided to transition to management where I could leverage my broad-spectrum experience to help fuel advisor growth, which is my true passion. This breadth positions me to understand the needs of the advisors and build internal resources to support efficiencies within their individual practices.

Rounding out my life, you’ll find my husband and I enjoying the East Coast waters on our boat during the summer and avidly cheering on the New England Patriots during football season!

CASL conferred by The American College.