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Sharing Our Money Stories

Clifford Swan’s CEO, Linda Davis Taylor is dedicated to instilling financial confidence and competence in women. One tool she uses to empower women is...
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Summer Internship Program Successfully Completes Sixth Year

John Galbreath and Abigail Gilliland were selected from a competitive pool of over 150 applicants for the sixth year of Clifford Swan’s summer interns...
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Clifford Swan Recognized by Financial Advisor Magazine

Financial Advisor magazine recognizes Clifford Swan in their fourteenth annual ranking of independent advisory firms, ranking Clifford Swan as the 17t...
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Clifford Swan’s CEO Featured in Article on Financial Independence for Millennials

In a recent article on helping grown children become financially independent, Clifford Swan’s CEO Linda Davis Taylor offers her insights. For grown ch...
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Clifford Swan Supports the Girl Scouts of Greater Los Angeles

Clifford Swan Investment Counselors is proud to have supported the inaugural Gold Award Gala of Girl Scouts of Greater Los Angeles. The event was held...
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Clifford Swan’s CEO Quoted by Thrive Global

In a recent article on generational wealth, Clifford Swan’s CEO Linda Davis Taylor offers insights on one warning sign that a family might be off trac...
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Investing Advice in Honor of International Women's Day

On this International Women's Day, Clifford Swan’s CEO Linda Davis Taylor contributed to this article by U.S. News offering inspirational quotes to mo...
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Clifford Swan’s CEO Interviewed by Philanthropy Women

In a recent interview, Clifford Swan's CEO Linda Davis Taylor shared her thoughts on the importance of ensuring that women of all ages and backgrounds...
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Clifford Swan’s CEO Featured on So Money Podcast

In a recent episode, Clifford Swan's CEO Linda Davis Taylor was featured on Farnoosh Torabi's So Money podcast for a conversation about women's financ...
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Message from the CEO – January 2019

After over two decades at Clifford Swan, Carolyn Barber retired on December 31, 2018. Carolyn joined the firm in 1996 and served as an investment coun...
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