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SWA expands leadership team

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Strategic Wealth Advisors (SWA) has expanded its wealth leadership team to include Agustin Montes as partner and director of credit and debt management and Allison Dunn as a registered paraplanner.

SWA is a registered branch location of Investors Capital Corporation, an independent broker/dealer located in Lynnfield, Massachusetts.
 
Montes (pictured) joins the firm after spending 15 years in the commercial banking industry, most recently as head of Weststar Bank’s professional and executive lending. He also spent 10 years with JP Morgan.
 
“Augie has in-depth experience evaluating interest rates and debt exposure and how these factors impact a business’s balance sheet and income statement,” says Bobby Blanco, SWA partner and director of insurance and estate planning. “Each SWA partner has a unique skill set. Augie is charged with monitoring interest rates, reviewing client debt and realigning our business clients’ portfolios and business solutions based on continuing market analysis coupled with our clients’ short and long-term financial goals.”
 
Dunn earned her Registered Paraplanner designation from the College for Financial Planning and has been working in the financial services industry for more than five years. Dunn works alongside the director of client services and is charged with providing a high degree of critical thinking, communications, attention to detail and dedication to client service.

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