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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Guy Swain, CFP®, CLU®, ChFC® Wealth Consultant

Guy is an experienced financial advisor with more than 30 years in the financial service industry. For the past 15 years, he has been an independent financial advisor.

Guy received a BS from East Carolina University. Since 1982, he has lived in Raleigh with his wife, Kathy. They have one daughter, Kelly.

Professional registrations, licenses, and designations:

  • FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network
  • Life insurance license
  • Accident and health or sickness license
  • Long-term care license
  • CERTIFIED FINANCIAL PLANNERTM  certification
  • Chartered Life Underwriter® (CLU® )
  • Chartered Financial Consultant® (ChFC® )

Community involvement and professional organizations:

  • Member of the Financial Planning Association
  • Member of Wake County Estate Planning Council
  • Member of the Crabtree Rotary Club
  • Member of North Ridge Country Club
  • Active ECU alumnus and Pirate Club member
Back to Team Members

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The financial advisors of Lifetime Asset Management offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.

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