Spotlight on #SHE_BUILDS San Francisco Chapter Leader

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Swanellie Paulin is a financial advisor who is passionate about teaching her clients the importance of building wealth, understanding their relationship with money, and closing the wealth gap. Through her involvement, her clients understand that, at every stage of your life, your money should serve to maintain your lifestyle and a leave behind a legacy. Thus, part of her process to building her client’s generational wealth focuses on getting them to dive into their relationship with money.

Because of her unprecedented dedication to clients, Edward Jones has awarded her the Partner’s Award, Field Trainer Award, and Pioneer Award. Through her work in the community, in 2017 Swanellie was a recipient of the 100 Outstanding Women of Broward County. Swanellie holds a master’s degree in finance from Colorado State University, and a bachelor’s degree in accounting from Florida Atlantic University. She also holds AAMS and CRCP certifications from the College for Financial Planning.