About Us

Kenneth Swift II, CFP®

Financial Advisor
Phone: 407-926-2536
Fax: 407-872-3887

At Equitable Advisors, I am a part of the Retirement Benefits Group (RBG) a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to build strategies to help them meet their financial goals throughout their employment and retirement years. I also work with individuals as well as families with their financial planning needs. 



“Our goal is to provide individuals, business owners and corporations with comprehensive 

insurance, investment, and wealth preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and 

objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”

Education:


  • Florida State University - Bachelor Degree - Finance
  • Florida State University - Bachelor of Arts - Music Liberal Arts 



Community and Civic Organizations:



  • Alpha Phi Alpha Fraternity, Inc.
  • Sponsor - Equitable Day of Service
  • Sponsor - Orange, Seminole, Osceola, & Lake County Public Schools Teacher of the Year Events
  • Sponsor - FASA, FEA
  • Sponsor - Florida Association of School Boards



 


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).


 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F65813

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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