Pierce Swofford

Pierce launched his career in the financial industry in 2007. He served as a portfolio manager in New York at BNY Mellon, working with ultra-high-net-worth individuals, families, and foundations. In 2015, he moved to Denver and assumed a position with Personal Capital, holding a variety of advisory and leadership roles. His broad background, including experience with equities, fixed income, venture capital, and private equity, along with his relationship-first approach with high-net-worth clients and multi-generational families, make Pierce a perfect fit as a Regional Vice President for New Client Development with Wealth Enhancement.

Pierce works closely with clients to understand their priorities, evaluate their current financial picture, and develop tailored plans with clear, actionable recommendations. His disciplined analysis and deep appreciation for the role goes beyond wealth management, he gives clients confidence as they make important financial decisions. Pierce works closely with Wealth Enhancement’s advisory teams to ensure clients are well positioned for ongoing guidance and support.

Pierce and his wife have two daughters and live in Denver, Colorado. A semi-retired golfer and skier, he enjoys cooking, spending time with friends and family, and a competitive yard game whenever the opportunity arises.