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portrait of Tim Swanson
FINANCIAL ADVISOR

Tim Swanson

CFP®
6806 Greenwood Ave N, Seattle, WA 98103opens in a new window
CallSend Me a Message

About Tim

I help people take control of their finances and invest for the future in a way that's fully aligned with their goals and values. I found my true calling over a decade ago when I managed an online investment and financial market education service for three years. Connecting with people one on one as an educator and seeing the real positive impact I was able to have on their investments and goals was incredibly inspiring. Edward Jones allows me to pursue that passion.

As a proud Navy veteran, I served my country for 12 years on three different submarines here in...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Sustainable investing
  • Military Professionals & Veterans
  • Employee Stock Options

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • SUNY Maritime CollegeBachelor of Engineering

Personal Interests

  • Hiking
  • Football
  • Board Games
  • Spending Time with Family
  • Technology

Team Members

  • Allison Steward
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 10:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Phone

(206) 489-0702

Fax

(844) 747-6857

Office Address

6806 Greenwood Ave N
Seattle, WA 98103opens in a new window

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