Antonette Swanson | Financial Advisor | Bellingham, WA | U.S. Bancorp Wealth Management

financial associate in Bellingham Antonette Swanson

Wealth Management Associate
U.S. Bancorp Investments

360.738.4426

Primary office
121 West Holly Street
Bellingham, WA 98225

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in Whatcom and Skagit Counties. My experience in the financial industry started in 2012.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy gardening, beach walks and exploring new places.
 

Area of focus

Client service

Research

Proactive client contact

Wealth team support

Administration

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.