Tyler Swaim, ChFC^®, CRPC™
^{Partner, 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.

 Tyler is a Chartered Financial Consultant® and Chartered Retirement Planning Counselor™. In addition, he holds a Certificate in Financial Planning from Boston University and is an active member of 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.