Headquartered in San Antonio, SWBC has served financial institutions, businesses, and individuals for more than four decades. Co-founders, Charlie Amato, and Gary Dudley, began SWBC in 1976 providing insurance to financial institutions. The company has since diversified to include a wide range of insurance, mortgages, and financial services.
Today, SWBC is a multi-faceted company with more than 2,600 employees. We are licensed to market and service a variety of financial products in all 50 states, and our products are offered through several wholly owned subsidiary corporations. Although the firm is privately held, a public accounting firm audits the company’s operations and financials on an annual basis.
SWBC is completely customer-driven and is committed to continuous improvement of technology to ensure the most efficient delivery of products and services. We listen to our customers’ needs, analyze their current situations, and recommend customized solutions. Throughout our partnerships, we stay in constant communication to assess program effectiveness, goal attainment, and results.