SWK Financial Planning Advisors of Raymond James

Deena is an excellent advisor! I know from both a professional and personal point of view how much she genuinely cares about her clients and helping them make sound financial decisions not only for themselves in retirement but their families as well!

Tanner Bass is an outstanding financial advisor that will listen to your goals, dreams and financial risk tolerance to help you map out a financial plan to help those goals and dreams come true.

He will help educate, simplify, and reduce stress by assisting in creating holistic plans that cover every need unique to you and your family.

Talking to Tanner was the first step in my journey to successfully finding financial freedom. Don’t hesitate in reaching out to him and doing the same!

My family has been with Jim Ed Summers for our investments for a very long time. The reason we stay with him is his Professionalism and Loyalty to his Clients. When he communicates with us, he is very explanatory with his recommendations. He is a man of integrity and we trust him. Recently my Mother passed away and there were many forms to fill out for her life insurance and several annuities as beneficiary. I called Jim Ed's office one day to ask a question about one of the forms and he said, "We can help you fill those out." Wow what a blessing. He and his staff are all knowledgeable, it took them minutes, where it would have taken me much longer. We have referred several new Clients to him at SWK Financial Planning Advisors of Raymond James. I recently noticed SWK has been selected on the 2023 list of Forbes Best in State Wealth Management Team.

SWK hands down has made my mother-in-law’s future and retirement much more lucrative than the company she was using before. They are personal, caring and in touch with what is going on in the market. SWK is very comforting and easy to talk to about financials and not intimidating. I highly recommend this financial group for all your needs from 401 k to investments…. They do it all!

We completely trust SWK with our investments, and appreciate their willingness to go above and beyond. They are extremely helpful, always available and very knowledgeable. Deena Wright spends the extra time to look at the big picture to ensure her clients are well informed.

Deanna Wright has years of financial planning experience. Her knowledge and skill set are superb in this field. She answers all of my questions/emails/texts in a timely manner and reaches out to me often with advice or new strategies. I highly recommend Deanna Wright.

Trust and support, this is what I found in Stephanie and Deanna when I joined Raymond James. Stephanie had been my private banker before and was with me every step of the way when I purchased my first home and my car, so when she transitioned to Raymond James I of course followed her. These ladies understood that I needed a lot of help understanding how to handle my finances and what my priorities were as a young professional woman who is not well versed in financial lingo. They always keep me in the loop and check in often. I always know that the best options available to me will be offered, I also trust that Deanna will make the right choices for me when it comes to building up my wealth. I cannot say enough good things about these ladies and highly recommend them.

I cannot say enough great things about the entire team at SWK. I have been working with Deena and she always makes me feel like I am part of the family and that I am her only client. Their customer service is impeccable and their response time is incredibly fast. Stephanie has also gone above and beyond to help me with other facets of their business that I didn't even know they could help me with! I also love how community minded the entire team is. SWK is top notch in my book. They are more than financial advisors, they are family.

I cannot recommend this team highly enough. They are knowledgeable, kind, and trustworthy. They have helped me navigate major life changes with compassion and care and truly make me feel like we are friends, not just advisor/client. Deena has taken the time to understand my goals and ensure we can meet both short-term and long-term objectives. She also has pointed me to other professionals (e.g., tax advisors) when needed to ensure those goals are met and the best decisions possible are made. SWK has been a huge blessing to me!

Highly recommend this entire team of advisors! They are knowledgeable, helpful and very responsive. They are excellent at what they do! When it comes to financial planning and your money, they will work very hard to personalize your plan/goals. The relationship they have with their clients is professional but also very personal. I feel like they truly care about their clients in more than just a financial sense. If you are thinking about investing money reach out to this group!

This team of professionals are just that....PROFESSIONAL! They care about each of their customers as though they are "their ONLY customer!" We retired 3 years ago and rolled our 401k's over to their management team, who respond quickly when we call, check in on us as needed, and watch our accounts as though the belonged to their grandmother. I have worked with lots of advisors in my career, but none that begins to compare to this great team! Whether you are wondering what to do with your old 401k, or need to do some long range planning, this team will get you headed in the right direction. Don't wait! Call them today!

Highly Recommend these folks for sound, trusted, and proactive financial advice! My wife and I have been working with this team since late 2015 and have been very happy with their guidance as well as their responsive attention to financial transactions. They genuinely appreciate our relationship and care about our financial health. They have a professional and transparent style, but are also down-to-earth and personal to level that when we deal with them they make us feel like we are their only clients.

Tanner Bass and everyone there are very friendly and caring. They took care of me and my finances for me and listened to my needs.

Working with Deena Wright has been easy and affirming. She cares about her clients and their goals and works tirelessly to help them achieve them. I recommend you jump at the opportunity if she is accepting new clients. Some of our family members have used Jim Ed Summers, who has been very helpful.

I really enjoy working with this knowledgeable, professional and accessible financial planning team. Each of them, playing a key role in our overall wealth management and success. Plus, I trust them.