Personal Financial Advisor in Belmont, NC
Brian Swilling
Brian is a co-founder of NaviPath Wealth, using a consultative approach to wealth management for healthcare professionals in Belmont, NC. He has over 20 years of experience in financial services, holding a Series 65 license, as well as life, health and long-term care insurance licenses.
For scheduling and general questions, please contact his assistant, Jillan Hunter, at jillian@navipathfinancial.com.