Scott B. Swanson,  CFP<sup>&reg;</sup> - Financial Advisor

Scott B. Swanson, CFP®

VP/Financial Planning

Swanson Vann of Raymond James

9 Greenway Plaza, Ste 3112
Houston, TX 77046
FINANCIAL ADVISOR'S WEBSITE
(713) 787-2122

General

Scott Swanson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Swanson Vann of Raymond James in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 53, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources