Kendra Swanson
Senior Financial Advisor, Senior Vice President at Merrill Lynch
Based in Grand Junction, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Grand Junction
Industry
Financial Services
Company size
35K
Contact information
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k•••••••@ml.com
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Background
About Kendra Swanson
Since 2002, Kendra has been focused on helping clients to develop a comprehensive wealth management plan designed to meet their goals. She began her career as an intern and now serves as a Senior Financial Advisor for the Madsen-Swanson Team. She studied accounting, finance and economics at Adams State College and Colorado Mesa University and continually develops her professional knowledge base. She holds Series 7 and Series 66 FINRA registrations and earned her Chartered Retirement Planning Counselor℠, CRPC® designation. Her areas of focus include comprehensive wealth management and retirement planning services. Born and raised in Florida, Kendra's family relocated to Colorado when she was a teenager. She currently resides in Grand Junction with her husband, Justin, and their two children, Eldon and Easton. In her spare time, she enjoys volunteering at her children's school, watching the boys play baseball, working out and cooking.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
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