Chicago, Illinois Office

35 W. Slade Street
Palatine, IL 60067

Phone: (847) 330-9911

Fax: (847) 330-9922

Jackie Swanson

Jackie Swanson

Senior Client Relationship Associate

Chicago, Illinois

  • As a Senior Client Relationship Associate at EP Wealth, Jackie serves as the conduit between client and advisor, helping to keep lines of communication open and projects on schedule. She is passionate about understanding clients’ financial concerns and aspirations.

  • Jackie has more than 30 years of experience in the financial services industry. In 2014 she joined Guidant Wealth Advisors, which became part of EP Wealth Advisors in 2019.

  • Jackie received a B.S. in Business from Eastern Illinois University.

  • Away from the office, Jackie enjoys spending time with her family and getting together with friends. Jackie is an avid reader and has been a member of her book club for the past 21 years. As a hobby Jackie enjoys quilting and tending to her yard.


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