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
- Sr. Wealth Advisor @ (January 2025 - Present)
- Founder and President @ (June 2014 - Present)
- Strategic Advisor @ (June 2024 - Present)
- Private Wealth Advisor @ (September 2022 - January 2025)
- Director - Wealth Manager @ (January 2012 - June 2014)
- Senior Financial Advisor and Vice President @ (April 2002 - January 2012)
- Director of Sales @ (January 2001 - January 2002)
- Financial Advisor @ Merill Lynch (May 1998 - August 2001)
- Portfolio Manager and Customer Relations @ Peritus Asset Management (January 2001 - January 2001)
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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Top SHEPPARD WEALTH MANAGEMENT LLC Employees
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