With over 25 years of experience in the financial industry as a business analyst and supervisor, Bonnie’s experience and knowledge is of great value to our clients. Her role and mission at SWG is to assist our clients in a timely and personal manner with administrative matters for their financial portfolios.
Bonnie Warren has over 30 years’ experience in the Financial Industry as a Supervisor and Business Analyst. As both an analyst and supervisor, she has assisted business users to improve efficiency as well as research, analyze and resolve complex issues.
Director of Client Services
She worked for Raymond James for more than 25 year so has a plethora of knowledge in the financial industry. She started working for strategic wealth group in January 2019. Bonnie has a son who graduated high school and accepted into the university of central Florida. Her daughter attends Florida State University and is a member of the marching chiefs.
Daughter is Nicole and is a senior at FSU studying Music Education. Kenny is a freshman at UCF studying Finance. She was born and raised in Pittsburgh but have lived in Clearwater for 35 years.