President, Preferred Wealth Management
Nancy Swanson maintains a consistent focus on the needs of each client. As a financial advisor, she listens well and creates individually customized financial plans for each client, targeted to help them fulfill their specific personal and financial goals. In her role as President of Preferred Wealth Management, Nancy develops new business and explores potential recruiting opportunities for the firm.
The personal relationships Nancy builds with clients and the trust they place in her are some of the most rewarding aspects of her work. Her personal mission is to be kind and help others and she believes that close, trusting relationships are built on honesty and candor. Nancy’s background in education gives her added insights to help her provide clear explanations of the complex topics that clients face.
Nancy has been in the financial services industry since 2004 and holds the FINRA Series 6 (Investment Company Products and Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Adviser Law) licenses as well as Life, Health & Accident, and Variable Life/Annuities insurance licenses. She grew up in Arizona and lives in Phoenix with her husband and two children. In her free time, Nancy supports her kids in their extracurricular activities of baseball, music, and acting. She and her family are also actively involved in supporting the Arizona Kidney Foundation and Alice Cooper’s Solid Rock Teen Center. When she has time to relax, Nancy enjoys a good novel or hiking with friends and family.