John E. Schwear
Financial Advisor, Private Client Group at Janney Montgomery Scott LLC
- Role
- Financial Advisor, Private Client Group at Janney Montgomery Scott LLC
- Location
- Hazleton, PA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor, Private Client Group
Dec 2015 — Present · Hazleton, PA, US
At Janney Montgomery Scott LLC, we make it our mission to provide the highest standard of service in financial relationships to help you grow and protect your investments to meet your individual financial objectives. Planning for your financial future, navigating a changing economy, volatile markets, and fluctuating rates often mean fine-tuning your investment portfolio over time in order to ensure your future comfort and security requires a disciplined approach to help keep you on the path toward meeting your goals. These core beliefs mirror my investing philosophy and management style.The primary goal of my practice is to work with my clients to secure their financial future with a shared trust and confidence, always acting with the client’s best interests in mind. This simple and honest approach allows me to help implement suitable financial strategies, whether it be planning for their retirement, a child’s education, building future wealth, or leaving a family legacy. Meeting these goals takes a lot more than an online calculator, an impersonal phone conversation, or a one-time only meeting. It takes a trusted relationship with an advisor who understands the importance a sound financial plan has on an individual and their family.I look forward to the opportunity to work with you to achieve your goals.
Education
Luzerne County Community College
A.S.
1992 — 1994
Wilkes University
BA
1994 — 1996
Skills
- Sba
- Credit
- Finance
- Cash Management
- Mortgage Banking
- Credit Risk
- Financial Planning
- Mortgage Lending
- Small Business Lending
- Banking
- Risk Management
- Retail Banking
- Consumer Lending
- Real Estate
- Portfolio Management
- Relationship Management
- Loans
- New Business Development
- Business Development
- Wealth Management
- Loan Origination
- Retirement Planning
- Management
- Commercial Lending
- Commercial Mortgages
- Commercial Banking
- Underwriting
- Financial Analysis
- Financial Risk
- Cross Selling
- Financial Services
- Sales
- Asset Based Lending
- Strategic Financial Planning
- Investments
- Credit Analysis
- Treasury Management
- Lines of Credit
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