Meet the team
Bella Swanson
Associate, Associate Wealth Advisor
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About Bella
Bella Swanson serves as Associate Wealth Advisor at Sequoia Financial Group.
Bella graduated summa cum laude from the University of Wisconsin – Eau Claire with a Bachelor of Business Administration in finance, as well as a minor in information systems. At UW, Bella was active in the Blugold Marching Band Color guard, danced and choreographed for the Concert Dance Company, and served as president of Beta Gamma Sigma, the international business honor society. Her past experience includes two internships relating to the financial industry, which deepened her passion to continue her career. To make this happen, she received her Series 65 license to both strengthen her knowledge, as well as solidify her interest in the field.
Bella is a native of Bloomington, Minnesota. In her free time, she enjoys hanging out with friends, family, and her cat, Akechi. With family, Bella loves to travel to Disney for vacation—in college, she participated in the Disney College Program and spent a few months working in the parks. With friends, Bella finds herself watching movies, playing video games, and going on outings.
Accreditation & Education
University of Wisconsin – Eau Claire, Bachelor of Business Administration in Finance
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Personal Insights from Bella:
I started my finance career believing it would be a good fit because I enjoy organization, numbers, and analytics. After completing a corporate finance internship, I realized I wanted to pursue the field from a more personal angle. Discovering wealth advisory and financial planning completely changed my view of what a finance career could look like. Not only does it allow continuous learning opportunities, but it gains a personal touch. Managing one’s finances can be stressful and confusing for many people, and I truly appreciate having the opportunity to give clients peace of mind. It is so important to have a strategy to enjoy life the way you want.
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Bella Swanson,
Associate, Associate Wealth Advisor
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