Tyler SwaimChFC®, CRPC™Senior Wealth Advisor

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 Senior Wealth Advisor, Tyler works closely with individuals, families, nonprofit organizations, and small businesses to take a goal-based comprehensive approach to financial planning. Prior to joining Cabot, Tyler held roles as a Portfolio Administrator at BNY Mellon in Boston, a Private Client Associate at AB Bernstein, and a Relationship Manager at Congress Wealth Management. Tyler is a graduate of Saint Joseph’s University in Philadelphia, with a Bachelor of Arts in History and Communications.

Tyler 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 and community involvement, he is an active member of the Boys and Girls Club of Boston Friends Council and the Essex County Estate Planning Council. Outside of Cabot, Tyler enjoys carpentry, recreational boating, and golf. Tyler and his wife, Megan, live in Hamilton, MA with their daughter, Ella, their son, Oliver, and Golden Retriever.