John Szwed, ChFC, CPWA, CRPC

I provide comprehensive investment planning to clients by fully understanding their financial goals and by creating customized strategies to help them achieve these goals. My passion is for providing sound advice based on traditional wealth management services such as portfolio management, risk management and asset preservation; specialized services for business owners and executives; retirement management; and lastly, planning related to legacy issues such as charitable giving and endowments, estate issues and wealth transfer. I take an active role in educating clients and establish lasting relationships built on mutual trust. With over 30 years industry experience, I have gained extensive knowledge with product development and management roles as well as research/market analysis positions with prominent firms such as Merrill Lynch and Morgan Stanley. This experience serves me well today as a financial advisor in assisting clients in choosing investments tailored to their needs. I transitioned to a financial advisor role with Merrill Lynch in 2010, and joined Wells Fargo Advisors in 2013. I hold the Certified Private Wealth Advisor?, Chartered Financial Consultant? (ChFC?), and Chartered Retirement Planning Counselor? designations. I hold the FINRA Series 7, 63 and 66 registrations plus Life/Health and Medicare Supplement/LTC Insurance licenses. I received an MBA & BA in Corporate Finance from Rider University. I?m passionate about fitness and the outdoors; whether it?s mountain biking, CrossFit, or hiking scenic trails. I also serve as a Coach for The Honor Foundation, where I mentor U.S. Special Operations veterans as they transition to successful civilian careers.