Tyler Swaim, ChFC®, CRPC™
Senior Wealth Advisor
Tyler joined Cabot in 2018 and is responsible for providing financial planning and relationship management for Cabot clients. As a Wealth Advisor with expertise in customer service and business development, his focus is on client retention, and relationship management. Prior to joining Cabot, Tyler held roles as a Portfolio Administrator and Control Group Analyst for Bank of New York Mellon in Boston, receiving BNY Mellon’s “Spotlight Award” and admission to its Certified Advisor Program. From there, he then moved onto Bernstein Wealth Management as a Private Client Associate and then onto Congress Wealth Management as a Private Wealth Relationship Manager. Tyler is a graduate of Saint Joseph’s University in Philadelphia, with a Bachelor of Arts in history and communications. He is a CHARTERED FINANCIAL CONSULTANT® and CHARTERED RETIREMENT PLANNING COUNSELOR™. In addition, he holds a Certificate in Financial Planning from Boston University. As a supporter of philanthropic organizations, he is an active member of the Boys and Girls Club of Boston Friends Council. His interests include carpentry, boating and offshore fishing. Tyler and his wife, Megan, live in Hamilton, MA with their daughter, Ella, their son, Oliver, and Golden Retriever.