CoverProfile

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
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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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