Joe Swan

Joe has a Bachelor of Science in Business Administration degree with a concentration in Finance from the University of Central Florida. He graduated in May 2024 with a 3.5 GPA and achieved the Dean’s List honors three times. 

Joe joined Crews Bank and Trust as a Trust Intern in June 2024, where he gained hands-on experience in the financial services industry. Joe has been employed by McMillan, Whiteman, & Associates, PLLC since September 2024. 

Joe’s professional experience includes assisting with audit engagements, trust operations, and equity research. He is currently working towards obtaining certifications in QuickBooks online and the CPA designation.