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Jessi Swaim
Advisor at Gilbert & Cook,
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Work Experience
Sep 2020 - Present · 4 years and 3 months
Advisor
Dec 2022 - Present · 2 years
Associate Advisor
Sep 2020 - Present · 4 years and 3 months
Certified Financial Planner(Tm)
Sep 2016 - Sep 2020 · 4 years
Company Details
11-50 Employees
For over two decades, individuals and families have secured their financial provisions by putting their wealth to work with Gilbert & Cook - accomplishing money goals, enhancing life experiences, and living a life of abundance. We deeply believe that it is a privilege to be in service to others. Relationships begin with first impressions and our team is committed to providing the best service possible for our clients. Our positive attitude is contagious; creating a warm, welcoming environment, which radiates compassion and integrity as soon as you walk in our door. Gilbert & Cook helps you create and preserve high-net wealth with our individually tailored processes. With flexibility in investment options, customized implementation and proprietary financial modeling, we can make planning your investment future a unique, rewarding experience! Let's Stay Connected! Sign up for our Newsletter, here: https://lp.constantcontactpages.com/su/tt6b4up
Year Founded
1993
Social Media
LinkedinFacebook
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance, Consultants, Investment Services, Retirement & Financial Planning
HQ Location
5058 Grand Ridge Dr West Des Moines, Iowa 50265, US
Keywords
Financial PlanningSophisticated Investment StrategiesDivorce and Estate Planningwealth managementdivorce planningopinion servicefamily office divorceoffice divorcewealth management meetingoffice divorce planning
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