Mark Swenson Joins Merchants Investment Services as Financial Advisor | Community
Mark Swenson has joined Merchants Investment Services as a financial advisor, according to Andrew Guzzo, Winona and Southeast Regional President.
“Our clients recognize that investment strategies are an important part of a well-balanced financial plan, which has allowed us to grow our area of ​​wealth management services. We are fortunate to be able to offer the experience and knowledge that Mark will bring to our clients as a trusted advisor to their investment strategies, â€said Guzzo.
Swenson focuses on helping clients with 401 (k) rollovers, individual retirement accounts (IRAs), education savings plans, investment tax strategies, interest plus cash preservation options. high and income strategies during retirement, as well as estate and wealth goals. He was most recently a financial advisor to Edward Jones, after a leadership career in the military and corporate world.
“Merchants believes in being a financial partner and doing what’s best for the customer, which fits with my personal philosophy and approach. I look forward to helping people prepare for retirement and beyond, â€said Swenson.
Swenson holds Series 7 and 66 records in addition to his Minnesota, Wisconsin, and Iowa insurance license certifications for Accident and Health, Life, Variable Life, and Variable Annuities. He will be based at the Merchants Bank location at 102 East Third Street in Winona, but will meet with clients at one of our Merchants locations in Caledonia, Spring Grove, Rushford, Lanesboro or St Charles.
He is an active volunteer for the Houston Independent School District Board and the Houston Lions Club International. Swenson, who grew up in the area, resides in Houston with his wife and three children.
Merchants Investment Services helps individuals and businesses pursue their financial goals through financial planning, investment management, 401 (k), 529 plans, insurance offerings, tax planning and more . Our financial advisors provide local investment services with access to global resources and meet clients in locations across the Merchants Bank footprint. Learn more at www.merchantsbank.com/investment.