TEAM

Meet your financial specialists.

Justin Truong

Client Service Analyst

In his role as a Client Service Analyst, Justin is responsible for working with SWP advisors to open new client accounts, execute money movements, and process paperwork. Justin enjoys providing top-notch customer service to our clients and working with the SWP team to ensure the best client experience.

Justin first became interested in wealth management in high school when he won a class stock market simulation competition and as a result, a college scholarship from his high school.  He connected to the financial language and desired the social aspects of the business.  Justin likes to interact with people and help them resolve issues.

Prior to joining SWP, Justin worked at a broker dealer where he performed day to day service requests of advisors who had questions on financial products and services. This position helped him see the financial industry through a broad lens.

Outside of SWP, Justin enjoys playing chess, strategic video games, longboarding, and listening to podcasts.

Education

Bachelor’s degree in Finance; Minor in Accounting, DePaul University

Office Location

Deerfield, IL