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.
My wife, Erin, and I were both raised in this area and are proud to still call it our home with our son, Jackson. We have a husky mix named Maya and a cat named Reba. As a family, we enjoy staying active and especially like playing and watching baseball. Erin and I are active members of the community and hope to instill that into Jackson.
Along with my branch office administrator, Debra Carter, we are driven to provide highest level of personalized service and eager to welcome you to our branch. 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 feel free contact me to discuss your situation and to set up a complimentary review. I look forward to speaking with you!
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Coaching Sports
- History and Museums
Office Address2 S Park St
Lebanon, NH 03766 opens in a new window
Phone NumberRoland C Swasey at (603) 678-5196
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