Nikki Swezey

Nikki Swezey, AAMS®, CRPC®, is an experienced financial planner currently working at SoFi since March 2021, with prior roles as a financial advisor at Ameriprise Financial Services, Inc., and various positions in the financial sector, including Director of Operations at New York Life and Investment Consultant at Scottrade. With a career spanning over two decades, Nikki has held positions at notable firms such as PNC, Charles Schwab, Wells Fargo Advisors, and Bank of America Merrill Lynch, where responsibilities included managing operations teams, coaching staff, and serving mass affluent clients. Educational qualifications include a Master of Business Administration (MBA) from Liberty University, a Bachelor of Science in Finance and Financial Management Services, and an Associate of Arts in Finance, both from Florida State College at Jacksonville.