The Rickaway Swisher Group - Baird Private Wealth Management
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- The Rickaway Swisher Group - Baird Private Wealth Management
Mastering Life’s Transitions: We help people prepare for and successfully navigate financial decisions. Baird & Co.
Address
208 Parking Way
Lake Jackson, TX
77566
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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About Giovanna
Giovanna Swisher, CFP®, CDFA® PWM Financial Planner Background
Giovanna started her career in wealth management in 2003 with A. G. Edwards after spending 15 years as a research analyst. In July of 2014 Giovanna joined Baird. Giovanna holds a Bachelor of Science degree in Finance from Oklahoma State University and a Masters of Business Administration from University of Houston – Clear Lake. Giovanna earned her CERTIFIED FINANCIAL PLANNER™ in 2006 and her Certified Divorce Financial Analyst® certification in 2016. Over the last 15 years Giovanna’s specific expertise and knowledge has helped many pre-retirees and retirees successfully prepare for and navigate retirement. Giovanna and her husband, Curtis, have lived in the Brazosport area since 1983. They have two grown children and are active in their church and several community organizations. Giovanna also enjoys traveling, photography, and gardening. She also takes time to mentor young adults and teach financial literacy.
Perspective
Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew me to Baird and remain central to my ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST® one of my passions is to assist people with their wealth building and preservation strategies. I understand the importance of a family’s financial health. I believe in order to enjoy life’s most meaningful moments you must have peace of mind, comfort in knowing that your financial affairs are in the hands of objective, trusted, and experienced professionals.