Steven T. Swindler, CFP® Senior Financial Advisor

Steven Swindler is a senior financial advisor in the Stuart, Florida office of HBKS® Wealth Advisors (HBKS®). He began his career in 2002 working for the Schramm Company, P.A. and the Schramm Investment Company, LLC founded by Principal and Senior Financial Advisor, Stephen Schramm. The firm merged with HBKS® in 2004.

Steven currently specializes in providing comprehensive financial services to individuals, families and small businesses. The Stuart Team strongly believes that a successful client-advisor relationship is achieved through a financial plan that integrates solutions for each of the client’s financial issues versus focusing on only specific components. Without a comprehensive, integrated plan, it is difficult for a client to achieve their goals.

As a Senior Manager for the firm partner HBK CPAs & Consultants, Mr. Swindler handles tax and consulting matters for select individuals and business engagements.

Mr. Swindler earned a Bachelor of Arts degree in Business Administration from the University of Florida. He is a CERTIFIED FINANCIAL PLANNER™ . Mr. Swindler serves as the Treasurer of the Martin Interagency Network for Disasters, Inc., the Treasurer for Martin County Gator Club and the Treasurer for the Martin County Healthy Start Coalition.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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