John Swanson Email & Phone Number
Founder and President @ SHEPPARD WEALTH MANAGEMENT LLC
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John Swanson Location
- Bend, OR, US
John Swanson Work
- 2025 -now Sr. Wealth Advisor @
- 2014 -now Founder and President @
- 2024 -now Strategic Advisor @
- 2022 -2025 Private Wealth Advisor @
- 2012 -2014 Director - Wealth Manager @
- 2002 -2012 Senior Financial Advisor and Vice President @
- 2001 -2002 Director of Sales @
- 1998 -2001 Financial Advisor @ Merill Lynch
- 2001 -2001 Portfolio Manager and Customer Relations @ Peritus Asset Management
John Swanson Education
- Westmont College 1995-1998
- Saint Thomas Academy 1991-1993
John Swanson Summary
- John Swanson, based in Bend, OR, US, is currently a Founder and President at SHEPPARD WEALTH MANAGEMENT LLC. John Swanson brings experience from previous roles at Mercer Advisors, SeeOnMe.ai, The Bahnsen Group and Freestone Capital Management. John Swanson holds a 1995 - 1998 Westmont College. John Swanson has 4 emails on RocketReach.
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