Merrill Lynch Financial Advisor Tina M Swanson 219 Main Street North, Stillwater, MN 55082
About the Business
Located at 219 Main Street North in Stillwater, Minnesota, Merrill Lynch Financial Advisor Tina M Swanson offers insights, observations, and ideas to assist clients in achieving their financial goals. With a background in finance and a dedication to providing top-notch service, Tina has been working in the financial services industry since 1998. As a Financial Advisor and Resident Director at Merrill Lynch, she strives to support her clients by connecting them to global resources and banking services. Tina's expertise includes investment strategies, retirement planning, estate planning, and philanthropic giving.
Tina is a CERTIFIED FINANCIAL PLANNER™ and a Senior Portfolio Advisor, specializing in managing investments on a discretionary basis and offering a wide range of portfolio options. She is committed to building strong client relationships based on trust and personalized service. In addition to her professional work, Tina is actively involved in her community through organizations like Stillwater Sunrise Rotary, where she promotes the value of service above self.
With a focus on understanding her clients' goals and priorities, Tina works to create personalized financial plans that can help manage investment risk and pursue financial objectives. By listening carefully to her clients and asking thoughtful questions, she aims to provide tailored solutions that can turn their aspirations into reality. Through ongoing conversations and reviews, Tina helps clients navigate life changes and market fluctuations to stay on track towards achieving their goals.
Whether clients are planning for retirement, saving for a home, or funding their children's education, Tina believes that financial success is achievable through informed decision-making and a customized approach. By staying informed about her clients' evolving needs and goals, Tina can adapt their financial plans to reflect changes and help them reach their desired outcomes. Working together, Tina and her clients can create a financial strategy that aligns with their life priorities and provides the guidance needed to navigate the complexities of the financial markets.
Photos
Hours open
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
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