Kevin Swanson serves as the chief executive officer of Potential Wealth. For more than 20 years Kevin’s passion has been to serve clients and their families with complex financial situations. Prior to founding Potentia, Kevin worked for Merrill Lynch and Edward Jones.

Kevin Swanson serves as the chief executive officer of Potential Wealth. For more than 20 years Kevin’s passion has been to serve clients and their families with complex financial situations. Prior to founding Potentia, Kevin worked for Merrill Lynch and Edward Jones.less