Utica Capital Management Partners
Andrea L. Duke
Financial Advisor
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Andrea specializes in wealth management and retirement planning working with individuals interested in investing, building wealth and creating financial independence. Andrea was previously a Financial Advisor with Bank of America / Merrill Lynch and is a graduate of the University of Tulsa.
Jeffrey L. Swearingen
Financial Advisor
Jeff focuses on building an individualized, goals based, holistic approach to wealth management. “Our goal is to create a lifelong financial motion picture, not simply financial ‘snapshots of time’ which we reflect on.” Jeff was previously a Financial Advisor with LPL Financial and Edward Jones, he is a graduate of the University of Kansas.
Utica Services
Full Brokerage Services
Investment Advisory Services
401k and IRA Rollovers
401k Advisory services
Insurance products and advice
Income Planning
Retirement feasibility studies
We offer a wide range of services from rolling over your retirement account to managing a your entire investment portfolio our team at Utica Capital is ready and willing to help you.
