
John Bagley
Principal
Strategic Wealth Advisors LLC
United States, Arizona, Scottsdale
About Me
John`s career began in public accounting where he provided tax planning services to high net worth individuals, closely held businesses and wealthy families. After public accounting, John moved into real estate development where he served as Treasurer and subsequently as Vice President of Acquisitions and Development at Communities Southwest. As Treasurer, John was responsible for cash flow planning and performance reporting on over $100 million of investor capital. He developed a treasury management system, investing cash balances in excess of $20 million. Additionally, he implemented and monitored the Company`s 401(k) retirement plan. As Vice President of Acquisitions and Development, he n
Profile Information
Principal
Strategic Wealth Advisors LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Scottsdale
Arizona
United States
May 15, 2024
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