About Us

Growing up, I witnessed firsthand both the hardships individuals can face when they didn't realize their financial potential and the freedom when realizing it. Those experiences, along with my passion to help others, is what inspired me to build my own Edward Jones practice. I am committed to helping my clients achieve their financial goals. Using an established process, I engage my clients on a deeper level, first understanding what is most important to them. I build personalized financial strategies for my clients to help them achieve their goals, whether it be saving for education, saving for retirement, living in retirement and/or planning their estate and inheritance. Once a foundation is built, I partner with my clients for life to help ensure that we are on track and celebrate all of their milestones with them. I was born and raised in the Santa Ynez Valley. Giving back to the community that has given me so much is important to me. When I am not in the office or giving back to my community, I enjoy backpacking, hiking, traveling, reading, being active and spending time with loved ones, especially my husband, John, and kids, Atlas and Isla. My branch office administrator is Liz Wennerstrom and together, we offer top tier service. Please contact me to discuss your situation and options. Leslie Swartwood leslie.swartwood@edwardjones.com

Articles

• 

  Finance + Legal Services

  Investing In Your Future

  read the article