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portrait of Roland C Swasey
FINANCIAL ADVISOR

Roland C Swasey

CFP®, AAMS™, CRPC™
2 S Park St, Lebanon, NH 03766opens in a new window
CallSend Me a Message

About Roland

I have had the privilege of serving individuals and families as an Edward Jones financial advisor since 2016, based in my hometown of Lebanon, New Hampshire. I am a Lebanon High School alum, and I received my bachelor’s degree in accounting from Champlain College. I have received extensive post-graduate education and training, earning the industry designations of CERTIFIED FINANCIAL PLANNER® professional, and the Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations.

I was drawn to Edward Jones because of the value placed on developing relationships with my clients, rooted in a deep understanding of their unique financial needs....

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Business Retirement Plans
  • Intergenerational Planning

Work History

  • Edward JonesDecember 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Champlain CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Baseball
  • Coaching Sports
  • Pets
  • Woodworking

Team Members

  • Debra Carter
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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