Elle Swart, CFP®
Login to view DISC.Elizabeth is a Senior Vice President of Investments and a CERTIFIED FINANCIAL PLANNER® professional with Wells Fargo Advisors. With a career starting in 2005, she focuses on portfolio construction, risk management, and estate planning strategies, leveraging her Business degree from the University of Wisconsin-Whitewater to guide clients.
Outside of work, she is an Executive Member at Large for the Community Foundation of Southern Wisconsin. She lives in Milton, WI, with her husband, Logan, and their two children. The family enjoys cooking, entertaining guests, and traveling together to new culinary destinations.
Unique fact: Elizabeth is a passionate foodie who loves to travel with her family specifically to explore new food destinations.
Read the full overview →How Elle shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Elle cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Other Wells Fargo Advisors Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.