Brett Swisher

Internal Sales Consultant at Vanguard

Brett Swisher, CFP®, serves as an Internal Sales Consultant at Vanguard, supporting broker-dealer advisors in Ohio since June 2021. Previous experience includes roles as a Sales Development Representative, Financial Advisor, and Financial Planning Associate, where responsibilities encompassed managing a diverse client portfolio and collaborating with financial advisors on mutual fund and ETF trades. Prior to Vanguard, Brett worked at TD as a Banking Specialist, where customer education and service implementation were key focuses. An internship at Stratos Wealth Partners involved portfolio management support and social media marketing, significantly boosting the firm's online presence. Brett holds a Bachelor's degree in Marketing from the Wilbur O. and Ann Powers College of Business at Clemson University, obtained in 2021.

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Vanguard

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Vanguard is one of the world's largest investment management companies. As of October 31, 2020, Vanguard managed $6.3 trillion in global assets. The firm, headquartered in Valley Forge, Pennsylvania, offers more than 420 funds to its more than 30 million investors worldwide. For more information, visit vanguard.com.


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