David Swan Email & Phone Number
Wealth Advisor @ Physicians Thrive
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Swan Location
- Omaha, NE, US
David Swan Work
- 2016 -now Wealth Advisor @
- 2014 -2016 Wealth Advisor @
- 2006 -2014 Financial Advisor Associate @
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
- Investments
- Relationship Management
- Finance
- Series 66
- Asset Allocation
- Investment Advisory
- Cash Flow Management
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Relationship Building
- Risk Management
- Asset Management
- Disability Insurance
- Contract Negotiation
- Wealth
- Tax Efficiency
- Retirement
- Series 7
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 2 mobile phone numbers on RocketReach.
Looking for a different David Swan?
Find contact details for 700 million professionals.
Top Physicians Thrive Employees
David Swan
Wealth Advisor
Omaha, NE, US
Betsy Rubendall
Director of Marketing
Omaha, NE, US
Michaela Speer
Wealth Advisor
Nashville, TN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co