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About Us

SWBC is an international financial services company, providing products and services to help businesses, families, and financial institutions meet some of their most critical goals. SWBC has employees across the U.S. We are licensed to market and service a variety of financial products in all 50 states, and our products are offered through several wholly owned subsidiary corporations.


Photo: SWBC President & Co-Founder Gary Dudley | SWBC Chairman and Co-Founder Charlie Amato

Rep/Contact Info

Mr. Armando Alvidrez
Wealth Management Division
Ms. Lisa D Pinto
Vice Pres PR & Corp Communications
Ms. Christina Richardson
Executive Assistant to Joy Larson, CEO