Kelsey Swingle Robertson

Commercial Insurance Advisor And Shareholder at Swingle Collins & Associates

Kelsey Swingle Robertson is a seasoned financial professional with extensive experience in commercial insurance and wealth management. Currently serving as a Commercial Insurance Advisor and Shareholder at Swingle Collins & Associates since 2013, Kelsey has also held roles as a Private Bank Contractor and Private Bank Analyst at J.P. Morgan, focusing on ultra-high net worth individuals and foundations. Kelsey began a career in financial counseling for military personnel with Serco, providing guidance to soldiers and their families during their transition from military service. Kelsey holds a Bachelor of Science degree in Finance from Wake Forest University, earned in 2009.

Location

Dallas, United States

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Swingle Collins & Associates

In 1982, Swingle Collins & Associates was formed with the goal of serving this vital, thriving middle-market of entrepreneurial and family-owned businesses. From our large brokerage roots, we set out to create an environment where privately held businesses could access the deep product knowledge and expertise they sought from large agencies, within a more responsive and personable framework. At first, our offerings were limited to commercial insurance services. Then, as clients responded favorably to our ability to tailor solutions to fit their needs, they began to ask for more. As a result, we expanded to offer a full range of risk management solutions including personal insurance, employee benefits, loss control, and claims management. Today, Swingle Collins serves a growing roster of regional, national and international clients. Private businesses and successful individuals alike continue to turn to us for our unique balance of in-depth product knowledge and client-centric service.


Employees

51-200

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