José Echeverri is a financial adviser and president of Swan Financial Group, which he founded in 2001. He served 20 years in the United States Air Force as part of the 142nd Aeromedical Evacuation Squadron, where he earned the rank of captain and was deployed as part of Operation Desert Shield/Desert Storm. He was chairman of the state of Delaware deferred compensation plans and past director of the DE 529 college education plan.
He earned a degree in biology from the State University of New York College at Plattsburgh and an MBA from Delaware State University. He taught “Wall Street 101” classes at Delaware Tech, and at Delaware State University, he directed the MBA program and served as a trustee for 13 years.
Phone: 302.689.6095 | Email: jose@swanfinancialgroup.com | Website: swanfinancialgroup.com
