Jessi Swaim
Advisor @Gilbert & Cook, Inc
Des Moines, IA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2022 — Present
Advisor @Gilbert & Cook, Inc
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West Des Moines, IA, US
EDUCATION
2003 — 2007
University of South Carolina-Columbia
Bachelor of Arts (BA)
SKILLS
Ira Rollover Strategies401(K) Retirement Savings Plans401(K) Rollover StrategiesAsset Allocation Strategies529 PlansAnnuitiesClient EducationRetirement PlanningInsurance Needs AnalysisRisk ManagementWealth Preservation StrategiesBusiness Succession PlanningInsurance StrategiesProducts: 529s, Annuities, Life Insurance, 403b403bFinancial Advisory ServicesMutual Fund StrategiesFinancial PlanningInvestment Planning, Insurance Planning,College Education PlanningLong-Term Care Planning StrategiesFinancial ServicesAnnuity StrategiesIrasEstate Planning StrategiesEducation Planning StrategiesEmployee Benefits
ABOUT JESSI SWAIM
Advisor at Gilbert & Cook, Inc.
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