Swanson & Associates

Merrill Lynch Wealth Management
123 North 7th Street
Suite 200
Grand Junction, CO 81501
(970) 263.2150
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For over twenty-five years the financial well-being of our clients and their families has been the core of our practice.Swanson & Associates prides ourselves in excellent service and provides a customized platform tailored to each individual's needs.
Swanson & Associates
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
Kendra Swanson,

CRPC™

Senior Vice President, Senior Financial Advisor
970.263.2150
Sabrina M Honeycutt
Assistant Vice President, Wealth Management Associate
970.263.2146
Jessica Zopf
Wealth Management Client Associate (FP)
970.263.2142
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sheryl Saper
Regional Lending Specialist
Bank of America, N.A.
NMLS #629863
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Diorvette McKenzie
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.