Jon Swofford is a Partner, Wealth Manager, and Financial Planner at Fairview Wealth Advisors in Charlotte, NC, specializing in wealth planning and client education.
Jon began his financial services career at Fidelity Investments in 2016, where he worked in the 401(k) service group, served as a workplace planning advisor with a deep focus on retirement planning, and was a top-ranked education consultant. In that role, he delivered financial workshops to over 35,000 customers annually, helping individuals understand and take control of their financial futures.
Before entering financial services, Jon built a career in music education. He earned a Bachelor of Music and Master of Arts in Teaching from UNC-Chapel Hill and led a top-performing high school band program with state and national accolades. Seeing a need for financial guidance among his students and their families, Jon transitioned to financial services. This background, combined with his Fidelity experience, allows him to break down complex financial concepts in clear, relatable terms.
Jon holds his Series 7 and Series 66 securities licenses through LPL Financial and is insurance licensed in North Carolina.
Originally from Durham, Jon resides in Charlotte, NC with his wife and two sons and is focused on helping clients connect the dots between where they are and where they want to be.