David Swan Location
Omaha, NE, US
David Swan Work
- 2016 - now Wealth Advisor @ Physicians Thrive
- 2014 - 2016 Wealth Advisor @ Mariner Wealth Advisors
- 2006 - 2014 Financial Advisor Associate @ Waddell & Reed
David Swan Education
- University of Nebraska at Omaha
Bachelor of Science Management Information Systems
- Creighton Preparatory High School
David Swan Skills
- Alternative Investments
- Estate Planning
- Fixed Annuities
- Wealth Preservation Planning
- Insurance
- Retirement Planning
- Intergenerational Wealth Transfer
- Financial Planning
- Portfolio Management
- Education Funding
David Swan Summary
David Swan, based in Omaha, NE, US, is currently a Wealth Advisor at Physicians Thrive. David Swan brings experience from previous roles at Mariner Wealth Advisors and Waddell & Reed. David Swan holds a Bachelor of Science Management Information Systems @ University of Nebraska at Omaha. With a robust skill set that includes Alternative Investments, Estate Planning, Fixed Annuities, Wealth Preservation Planning, Insurance and more. David Swan has 1 emails and 1 mobile phone numbers on RocketReach.
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David Swan
Technology Editor, The Age and The Sydney Morning Herald at Nine
Melbourne, VIC, AU45+
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