At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term financial goals. Whether you need to save for a child’s college education, reduce taxes, or plan for retirement, I can help.
I have had the privilege of working as a financial advisor with Edward Jones since 2016, and I am honored to be working in my hometown of Lebanon, NH. I am a Lebanon High School alum and received my bachelor’s degree in accounting from Champlain College in Burlington, VT.
I currently live in Wilder, VT, with my wife and our 7-year-old son. Outside of work, I enjoy spending time with my family, maintaining my saltwater aquarium, craft beer and I am a sports enthusiast. I am a member of the Lebanon Rotary Club and the Lebanon Chamber of Commerce, and strive to be an active member of my community.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. I look forward to speaking with you!
Office Address2 S Park St
Lebanon, NH 03766
Phone NumberRoland C Swasey at (603) 678-5196
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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