John Swanson
Sr. Wealth Advisor at Mercer Advisors
- Role
- Sr Wealth Advisor at Mercer Advisors
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Sr Wealth Advisor
Jan 2025 — Present · Bend, OR, US
Skills
- Portfolio Management
- Asset Allocation
- Investments
- Investment Strategies
- Alternative Investments
- Private Equity
- Fixed Income
- Series 7
- Hedge Funds
- Wealth
- Asset Management
- Financial Modeling
- Finance
- Wealth Management
- Financial Analysis
- Investment Advisory
- Integrity
- Asset Managment
- Retirement
- Strategic Financial Planning
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