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John SwansonSheppard WealthA

John Swanson

Founder & President at Sheppard Wealth

John Swanson is a Senior Financial Advisor & Vice President at Wells Fargo Advisors based in St. Louis, Missouri. Previously, John was a Founder &... Read More

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Last Update

12/9/2021 1:54 AM
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Direct Phone

(541) ***-****
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HQ Phone

(541) 604-8603

Location

5 NW Minnesota Ave, Ste 220, Bend, Oregon, 97703, United States

John Swanson Current Workplace

Location

5 NW Minnesota Ave, Ste 220, Bend, Oregon, 97703, United States

Description

We offer wealth advisory services and asset management to individuals, families, businesses' and non-profits. We are focused on maintaining your wealth and investing your assets for the long-term. Our clients are unique and they are looking for help....
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John Swanson Work Experience and Education

Work Experience

Senior Financial Advisor & Vice President

Wells Fargo Advisors

2002-2011

Senior Financial Advisor & Vice President

Furnitureland Rotary Club

2002-2011

Director, Sales

Level Four Advisory Services

2000-2001

Board Memberships & Affiliations

Financial Advisor

Merrill

1997-2021

Board Member

The Lord's Chips

2020-2020

Client Advisor

Freestone Capital Management

2011-2014

Financial Advisor

Large Financial Services

1998-2001

Education

Westmont College

BA

Westmont College
University of Massachusetts

Bachelor of Science degree

University of Massachusetts

Org Chart - Sheppard Wealth

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Founder & President

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Recent News About John Swanson

Web References
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WHO WE ARE - SHEPPARD WEALTH

- John Sheppard Swanson We start by listening to your needs, your fears, and your dreams so we can craft a unique wealth plan to meet your personal ...

WHO WE ARE - SHEPPARD WEALTH

- John Sheppard Swanson JOHN SWANSON , FOUNDER & PRESIDENT Prior to starting Sheppard Wealth Management , John worked for Freestone Capital Manag...

Richards Robinson Sheppard Insurance LLC - Our People

John Swanson Vice President John Swanson - Portrait John is a Vice President/Account Executive at Richards Robinson Sheppard (RRS). He is respon...

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Frequently Asked Questions regarding John Swanson

What company does John Swanson work for?

John Swanson works for Sheppard Wealth

What is John Swanson’s role in Sheppard Wealth?

John Swanson’s role in Sheppard Wealth is Founder & President

What is John Swanson’s email address?

John Swanson’s email address is j***@sheppardwealth.com

What is John Swanson’s business email address?

John Swanson’s business email address is j***@sheppardwealth.com

What is John Swanson’s direct phone number?

John Swanson’s direct phone number is (541) ***-****

What is John Swanson’s HQ phone number?

John Swanson’s HQ phone number is (541) 604-8603

What is John Swanson’s latest job experience?

John Swanson’s latest job experience is Senior Financial Advisor & Vice President at Wells Fargo Advisors

What is John Swanson’s latest education?

John Swanson’s latest education in BA at Westmont College

Which industry does John Swanson work in?

John Swanson works in the industry of Investment Banking, Finance.... See More

Who are John Swanson’s peers at other companies?

John Swanson’s peers at other companies are Scott Darnell, Claude Ohanesian, Matthew Montenero, Joseph Roop, Andrew Saunders.

Who are John Swanson’s colleagues?

John Swanson’s colleagues are Andy Papendieck, Wendy Meeuwsen, Lauren Carper, Jill Abell.

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