Thomas & Swartz Wealth Management


Jack E. Thomas

Jack E. Thomas, Managing Director and Partner at HighTower, adds over 22 years of experience in the financial services industry to the group. His preferred areas of focus include financial planning and creating custom-tailored portfolio strategies with clients and prospects to help grow and protect their portfolios. Jack strives to understand each client’s specific needs, and seeks a thorough understanding of each client’s tolerance for risk. Jack’s planning process enables him to work with clients and other advisors including CPA’s and Estate Planning attorneys. Ultimately, the goal is to meet every client’s needs while making their financial lives simpler through financial planning.


Jack spent the majority of his career serving families and small businesses as a Senior Vice President of Wealth Management and Portfolio Manager in Merrill Lynch’s Personal Investment Advisory (PIA) program. Jack was also a member of the “Circle of Excellence”, and was honored as a top Merrill Lynch Financial Advisor for many years.

Jack’s investments are designed to help conservatively grow and protect wealth. He also strives to generate investment income that can be used to supplement retirement income. Additionally, for clients not yet retired, Jack also provides advice regarding 401(k) account management and service.


Jack is a native Floridian. He attended George Washington University on a full athletic scholarship where he swam for four years as a varsity letter winner and team captain. After graduating with a degree in Finance, he returned to his home of Fort Myers to begin his career at Merrill Lynch. Jack is married to Kellie Ann, and has three children: two daughters and one son. An avid fisherman, Jack enjoys time on the water with family and friends.

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Trevor R. Swartz, CFP®

Trevor R. Swartz, Managing Director and Partner at HighTower, brings over 16 years of experience in the financial services industry to the team. Trevor’s areas of focus include, assisting clients to conserve and conservatively grow their wealth through highly-personalized financial plans built around client goals. One of his specialties is assisting clients in generating income to supplement their retirement income. He takes pride in simplifying clients' financial lives through the financial planning process.


Trevor started his career at Merrill Lynch in 2000 where he was a Vice President and Portfolio Manager in its PIA program. Prior to joining Merrill Lynch, he served on active duty for five years as an Engineer Officer in the U.S. Army attaining the rank of Captain. While in the Army, he was selected to play on the All-Army and Combined Services rugby football teams. Trevor attended the United States Military Academy at West Point and is a Certified Financial Planner™ (CFP®) certificant. 


Trevor lives in Fort Myers with his wife Megan and their three children.  He and his family enjoy spending time in and on the water – boating, fishing, spearfishing, snorkeling and tubing. They also enjoy the occasional trip to the Rocky Mountains to ski.
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Vicki Bruen

Vicki, who joined HighTower in late August 2015 as a Client Service Associate, is the newest member of Thomas & Swartz Wealth Management Group. Vicki previously worked for SS&G, Inc., a Cincinnati, OH accounting, multi-disciplined firm.  She brings 13 years of tax and financial experience to the team.  A hard-working, multi-talented person, Vicki is devoted to providing the highest level of service to our clients.
A Cincinnati Ohio native, Vicki relocated about a year ago to Fort Myers with her husband.  They enjoy traveling and spending downtime with family and friends.  
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