Margreta Swanson

Practice Consultant

Margreta Swanson is now retired after advising clients for over 35 years, most recently with LPL Financial in Virginia. She specializes in working with women in transition— divorce, widow or retirement, to help them make sound financial decisions to pursue their financial goals.

So that she could offer a broad range of diversified financial investments and services to help clients work towards their financial and retirement goals, Margreta became an investment advisor for Securities America in 2003.

Margreta began her financial career with Offerman and Company; a small Minneapolis based Investment Brokerage Company that was later merged with HD Vest Financial Services in 2002. She received her Ed.S. degree in 1982 from University of Northern Iowa, in Educational Psychology. Margreta is a member of Leadership Charlottesville, Class of 2010.


Phone 434-979-4822