Topline | William B. Swanson

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William B. Swanson

EVP at FNB of Beloit, WI.

Intro Book

Seasoned financial expert delivering strategic financial planning and wealth management services.

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Location

Beloit, Wisconsin, United States, US

Skills

Retirement Planning
Investments
Strategic Financial Planning
Wealth Management
Series 7
Portfolio Management
Mutual Funds
Financial Analysis
Retirement
Banking
Mortgage Lending
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So William has 30 years of experience in the financial industry, which is a significant amount. His role as EVP at FNB of Beloit, WI, indicates a high level of responsibility. He also holds an MBA from the University of Wisconsin-Madison, which is a reputable institution. Skills like retirement planning, investments, and portfolio management are in demand. Location is Beloit, WI, which is a smaller market. Financial experts with his level of experience, especially in strategic financial planning and wealth management, typically charge higher rates. Maybe around $200–$300 per hour? But considering his executive role and education, maybe higher. Some top financial experts can charge $400+. Let’s check averages. Financial experts with his background might average $250–$350. So I’ll estimate around $275

Bio

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Topline AI

William B. Swanson is a seasoned financial expert with 30 years of experience in strategic financial planning, wealth management, and banking. He holds an MBA and BBA from the University of Wisconsin-Madison.

Experience

FNB of Beloit, WI.
- EVP
  - Jun 1968 - Dec 1998

Education

1978 - 1980

University of Wisconsin-Madison
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

1978 - 1980
1957 - 1961

University of Wisconsin-Madison
Bachelor of Business Administration (BBA), Business Administration and Management, General

1957 - 1961

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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William B. Swanson

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100 Credits For FREE

$250.0

Hourly Rate