Jim Swanton

About Jim Swanton

As a CERTIFIED FINANCIAL PLANNER® professional serving family-minded investors throughout Hunterdon and Somerset County, as well as clients who have happily retired in 20 other states, I believe it\'s important to invest my time in understanding what matters most to you before you invest your money.My team partners with families and blue-collar companies who realize time is their most valuable resource, and they want to spend more of that time making memories or growing their business than managing their finances. Our focuses include:Retirement income planning to reduce tax implications.401(k) plan management for manufacturing and other blue-collar industries.Estate and charitable planning for families looking to leave their mark.We will partner with you for your lifetime, reevaluating your positions and maintaining open communication to help keep you on track. As part of my comprehensive service, I regularly collaborate with my clients\' CPAs and attorneys, always respecting client confidentiality.As it is for most of my clients, spending time with my family is a top priority for me. Outside of the office, I enjoy traveling to state parks or Jersey beaches with my wife, Joan, and our baby girls, Mila and Sloane. Locals can find me and Joan at Gold\'s Gym in Bridgewater pursuing our passion for health and fitness daily.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Nov 2015 — Present

   Providing personalized solutions to fit any financial situation.

Education

• Coastal Carolina University

  Bachelor of Business Administration (BBA), Finance, Concentration in Wealth Management

  2011 — 2015

Skills

• Vlookup
• Research
• Creating Macros
• Social Networking
• Social Media Marketing
• Facebook
• Direct Sales
• Leadership
• Financial Analysis
• Microsoft Office
• Sales
• Food & Beverage
• Customer Service
• Selling
• Inventory Management
• Coaching
• Sports
• Communication
• Public Speaking
• Sales Management
• Event Planning
• Social Media
• Advertising
• Budgets
• Finance
• Team Building
• Management
• Microsoft Word
• Marketing
• Team Leadership
• Conditional Formatting
• Teamwork
• Teaching
• Time Management
• Fundraising
• Strategic Planning
• Marketing Strategy
• Microsoft Excel
• Powerpoint
• Microsoft Dynamics