Scott B. Swanson | Houston, TX

Investor Access

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Scott B. Swanson
CFP®
Vice President, Financial Planner

5847 San Felipe Road
Suite 1400
Houston, TX 77057
Phone: 713-781-7731
Fax: 713-781-7730
Toll-Free: 800-338-7731
Direct: 713-787-2122
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Services

Scott is a CERTIFIED FINANCIAL PLANNER, CFP^®, practitioner providing financial planning services to professionals and individuals. Financial planning is a long-term process that takes into consideration taxation, market risk and natural risk in an effort to prudently managing your finances so that you can achieve your long-term financial goals.

Scott provides his clients the flexibility of paying for his services in any one or combination of the following:

A $200 hourly fee.
A one time fee quoted for a financial planning project.
A fee for managing assets
Commissions on the sale of financial products.

Prospective clients usually elect to meet with Scott for an initial meeting, free of any charges, to answer any questions and to determine their needs for his services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.