Greg Swanson
Senior Wealth Advisor at OneDigital
- Role
- Senior Wealth Advisor at OneDigital
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Greg Swanson
Investment advice offered through OneDigital Investment Advisors LLCPlease see OneDigital Disclosures:
Experience
Senior Wealth Advisor
Jun 2024 — Present · Seattle, WA, US
ASI Wealth Management (ASI), a regional Northwest investment advisory firm headquartered in Bend, with offices in Oregon and Washington, has been acquired by OneDigital Investment Advisors LLC wholly-owned subsidiary of OneDigital ®. This strategic partnership marks a significant milestone in ASI’s 26-year commitment of delivering exceptional service and personalized wealth management solutions.
Skills
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 63
- Securities
- Investment Management
- Series 7
- Investments
- Wealth Management
- Investment Advisory
- Series 65
- Asset Management
- Asset Managment
- Etfs
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