KEELY SWARTWOOD, FPQP®
Wealth Advisor, RJFS
Hi, I’m Keely! As a wealth advisor at Aspire Wealth Group, I’m dedicated to building and preserving my clients’ investments while helping them achieve their goals through strategic, long-term financial planning. I work closely with each client to understand their unique retirement goals and entire financial picture. With a personalized approach, I strive to ensure that every step we take together brings them closer to financial independence and success.
My passion for math and a genuine desire to make a difference in people’s lives led me to the financial services industry. Growing up, the values of doing the right thing and being there for others were instilled in me, deeply influencing how I connect with my clients. I believe that finance isn’t just about numbers; it’s about people and their stories.
The most rewarding moments in my career have been witnessing the transformation in my clients’ lives when I can help alleviate their financial stress and worries, particularly as they approach retirement.
I’m a proud alumna of Lycoming College, where I earned a Bachelor of Arts Degree in Actuarial Science and Mathematics, with minors in Accounting and Quantitative Economics. Since joining Aspire, I have earned my Series 7, Series 66, Life, Accident, and Health Insurance Licenses, as well as the Financial Paraplanner Qualified Professional designation.
I currently reside in Williamsport, PA with my husband, Hadyn. Outside of the office, I enjoy traveling, being outdoors, and spending time with family, friends, and my two dogs, Lola and Finn.
