David Swan Email & Phone Number
Wealth Advisor @ Physicians Thrive
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David Swan Location
- Omaha, NE, US
David Swan Work
- Wealth Advisor @ (April 2016 - Present)
- Wealth Advisor @ Mariner Wealth Advisors (August 2014 - March 2016)
- Financial Advisor Associate @ (April 2006 - August 2014)
David Swan Education
- University of Nebraska at Omaha
Bachelor of Science Management Information Systems
- Creighton Preparatory High School
David Swan Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Cash Flow Management
- Contract Negotiation
- Disability Insurance
- Education Funding
- Estate Planning
- Finance
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Intergenerational Wealth Transfer
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Relationship Building
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Series 66
- Series 7
- Strategic Financial Planning
- Tax Efficiency
- Wealth
- Wealth Management
- Wealth Preservation Planning
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, Asset Allocation, Asset Management, Cash Flow Management, Contract Negotiation and more. David Swan has 1 emails and 1 mobile phone numbers on RocketReach.
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