John Swanson
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.
John Swanson, CFA® is a First Vice President and Wealth Management Advisor who earned his Chartered Financial Analyst® designation in 2019. He provides sophisticated wealth management guidance to a broad spectrum of clients with complex financial needs, including investment and financial services professionals, real estate operators, senior executives of private and public companies, high‑net‑worth families, and emerging leaders experiencing significant career and liquidity milestones.
John delivers a highly strategic, goals‑based approach designed to simplify complexity and help clients make informed, high‑impact financial decisions. His work spans customized portfolio construction, tax‑efficient strategies for concentrated stock and equity compensation, thoughtful cash‑flow design, and integrated planning around real estate financing and other major balance‑sheet considerations.
As a CFA® charterholder and Senior Portfolio Advisor, John develops and manages tailored investment strategies aligned with each client's objectives and long‑term vision. He draws on Merrill's extensive platform of model portfolios, best‑in‑class research, and third‑party solutions to deliver disciplined, institutional‑quality investment management. John collaborates closely with partners across Bank of America to address banking needs and optimize the liability side of the balance sheet—believing that coordinated management of assets and liabilities is essential to building durable, long‑term financial outcomes.
John earned his bachelor's degree in Finance, Real Estate, and Global Supply Chain & Operations Management from the Darla Moore School of Business at the University of South Carolina.
A committed lifelong learner and avid golfer, John lives in Medfield, MA with his wife and two sons.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
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.
