SWIFT FINANCIAL SERVICES, INC.
NAPLES, FLORIDA

Bill is an original team member of Axial Financial Group and started his career in finance as an intern at Smith Barney while acting as the assistant manager for his family's music store, Scotti Piano and Music. Bill is a graduate of the Merrimack College Giraud School of Business and has received Merrimack College's Certificate of Advanced Study in Financial Planning.  A believer in a comprehensive wealth management process, Bill enjoys helping clients properly implement sound retirement and goal-oriented saving strategies, retirement income funding solutions, and generational wealth planning.  Tracey joined Swift Financial Services, Inc., in April 2005. She has 20 years of experience working in the financial services industry. She began her career with State Street Bank & Trust Company in 1987 and began working alongside investment advisors in 1994. She received her BSBA from Suffolk University and AS from Fisher College. In 1996, she completed the Foundations in Financial Planning Program through the College for Financial Planning Tracey's primary responsibilities at Swift Financial include providing technical support and assisting with portfolio reviews and account maintenance. This includes assisting with asset allocation decisions, portfolio construction, and rebalancing strategies based on clients' risk tolerances and objectives. Other responsibilities include, but are not limited to, working with clients on administrative matters as well as organizing data, identifying problem areas, and assisting with calculating projections. Tracey also helps research all mutual fund, variable annuity, and stock-related securities and acts as liaison between Swift Financial and mutual fund/variable annuity wholesalers, as well as Commonwealth Financial Network's Wealth Management and Research teams. Briana comes to Axial Financial after successfully managing a well renowned building company in Yarmouth, MA. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Swift Financial Services, Inc. - Home SWIFT FINANCIAL SERVICES, INC. is an independent, professional financial services firm that offers personalized service in the areas of retirement, estate, investment, insurance and tax planning. We understand that financial planning may seem overwhelming, but we are here to help simplify and make the experience an educational and enjoyable one. SWIFT FINANCIAL SERVICES, INC. has no affiliation with any one investment company or product. As a result of this independence, we send a clear message of our commitment to work solely for the benefit of our clients and no one else. Our independence allows us to offer our clients the highest quality of everything the financial and insurance markets have to offer with unsurpassed service.  SWIFT FINANCIAL SERVICES, INC. utilizes the services of Commonwealth Financial Network , one of the largest and most respected independent broker dealers in the nation. This allows us to provide a wide range of financial solutions that will surely fit your needs.  This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member