Hayley Swaim, CFP®

Principal

Austin

Client Advisory

Biography

Hayley Swaim is a Principal, Wealth Advisor in the Austin, Texas office. She is a member of the Wealth Management team, providing clients with comprehensive asset management and planning solutions to meet the complex needs of the individuals and families she works with. She focuses on giving clear, actionable financial advice that helps her clients realize both their personal and financial goals.

Prior to joining Cerity Partners, she was a financial advisor at Austin Private Wealth, where she worked for over five years before they joined Cerity Partners. Before that, she was a Financial Representative at Northwestern Mutual and supported financial advisors at other RIAs in the Dallas area, where she is originally from.

In her spare time, Hayley enjoys playing sand and indoor volleyball, hitting her annual reading goals, getting out on Lake Austin, trying new restaurants around Austin, and cheering on her University of Texas Longhorn football team.

Education

  • BBA in Finance from The University of Texas at Austin

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Previous Planning Team Lead at Austin Private Wealth
  • Co-Founder of the Wealth Management Student Organization in the McCombs School of Business at UT Austin
  • Series 65

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