Giovanna Swisher
Certified Financial Planner Tm @Baird
Signup · Get unlimited contacts
WORK HISTORY
Certified Financial Planner Tm @Baird
My colleagues and I provide dedicated retirement planning and investment services to pre-retirees and retirees from the area’s chemical companies and related support businesses. Our planning strategies are based on years of experience working with industry professionals, company-specific knowledge of retirement plans, and Baird’s industry leading research. Our unique focus allows us to give in-depth analysis customized to the retirement needs of employees at specific companies in Brazosport & Houston’s energy corridor We focus on maximizing the benefits employees and leaders receive through their company’s various retirement programs and to create financial plans that provide sustainable income over the retiree’s lifetime. Specifically, we assist clients with distributions from their employer savings plans, analyze pension options, and consult clients on net unrealized appreciation decisions. We also ensure that restricted awards, options, and executive compensation are addressed in our comprehensive financial planning
EDUCATION
University of Houston-Clear Lake
Master of Business Administration (M.B.A.)
Oklahoma State University
Bachelor of Science (BS), Finance, General
Oklahoma State University
Bachelor of Science, Finance, General
SKILLS
ABOUT GIOVANNA SWISHER
As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST® one of my…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.