With more than 34 years in the financial services industry, Scott Swanson listens to his clients and uses his experience to assist them in attaining their financial goals through prudent financial planning. His career in the financial services industry began with Dean Witter in 1974. Scott earned his CERTIFIED FINANCIAL PLANNER™ certification in 1977. In 1980, Scott joined Underwood Neuhaus & Co., Inc. where he became a vice president specializing in retirement planning and was responsible for starting the firm’s financial planning department. In 1989, Scott joined Shearson Lehman Brothers as a vice president and in 1993 established the investment management firm of Pauze’, Swanson Capital Management Co. Inc. In 1994, the firm launched the first of its family of mutual funds which grew to $70 million in assets. Scott joined Raymond James & Associates as a vice president, financial planner in 1995 to serving individuals and professionals. Since 1978 Scott is an active member of the Financial Planning Association and the predecessor organization, Institute of Certified Planners™.
Throughout Scott’s professional career he has supported the Financial Planning profession by serving on the National Board of Institute of Certified Planners™ – Ethics and Legal Committees. Scott also has served as Chairman, Board of Advisors to the Texas Agricultural Extension Service. This non profit organization develops and provides educational programs for families, in an effort to improve the lives of 1.3 million Texans each year in Harris County.
|