Cameron Swanson
Wealth Planning Consultant
- Advanced Estate Planning
- Executive Compensation Planning
- Business Continuation Planning
- Retirement Planning
- Financial Products Analysis & Design
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Cameron Swanson
Wealth Planning Consultant
Biography
Cameron joined Smith Companies, a partner firm of Capitas Financial, as a Wealth Planning Consultant in October of 2021. He specializes in assisting financial advisors with sophisticated and unbiased wealth management and insurance strategies to help enhance their clients’ portfolios.
Prior to joining Capitas, Cameron held previous positions with Lincoln Financial Distributors (2012-2015), Saybrus Partners (2016-2019), Edward Jones (2019-2020) and finally Saybrus Partners (2020-2021).
Cameron received his Bachelors in Business from North Carolina State University. He is born and raised in North Carolina but spent a handful of years in the mid-Texas area. Cameron enjoys traveling in his spare time, considers himself a “foodie” and is a North Carolina State football and basketball fan
The Smith Companies
At Smith Companies, Ltd., we specialize in empowering financial advisors, attorneys, accountants, and trust officers with comprehensive insurance solutions that enhance their clients’ financial and estate plans. As a premier General Agency, we provide seamless access to a wide range of life, long-term care, and disability insurance products from the industry’s top carriers — all in one place.
What sets us apart? Beyond product access, we deliver unmatched value through expert support and strategic guidance. Our team works alongside you to ensure insurance solutions are thoughtfully integrated into your clients’ broader financial goals — helping you deepen relationships and deliver exceptional outcomes.
Discover the Smith Companies advantage — where expertise meets efficiency, and your success is our priority.
