Swati has 20 years of experience in banking and wealth management. She joined Wells Fargo in 2016 and has held various positions within Wells Fargo such as Personal Banker, Senior Premier Banker and Branch Manager. Swati also holds her series 7 & 66 Securities Licenses as well as her Life and Variable Insurance Licenses. She has a Bachelor’s in Accounting and Finance from India. Swati is passionate about working with clients to help them succeed financially and to feel secure and safe in their financial decisions. Her vast experience in the financial industry allows her to support and empower clients with full balance sheet financial planning.

Swati and the Wells Fargo Advisory team are dedicated in providing personalized, strategic guidance through transparent communication, expert insights and an unwavering commitment to integrity. Swati navigates the complexities of the financial landscape to ensure her clients
make informed decisions that align with their unique goals and aspirations.

Swati has lived in Colorado for 23 years with her husband, 2 daughters (17 & 14) and her favorite child, her Labrador retriever, Koda. She is passionate about spending time with her family and volunteering. She currently spends most of her volunteer time at Stargate Charter School and the ASPCA- American Society for the Prevention of Cruelty to Animals.