As a Wealth Manager and Certified Financial Planner, Sarah focuses her time on working with clients and is passionate about helping them achieve their financial goals. With a long history in Marketing for the firm, she’s still heavily involved in running that department. Sarah graduated magna cum laude from the University of Rochester with a Bachelor’s degree in political science. She volunteers her time with the Rochester Women’s Giving Circle, and she prides herself on being one of Howe & Rusling’s woman owners. Outside of work, Sarah loves going out to dinner with her family and friends, writing, and seeing new parts of the world whenever possible.
Sarah Swan
Vice President, Wealth Manager at Howe & Rusling
Howe & Rusling
United States, New York, Rochester
About Me
Profile Information
Vice President, Wealth Manager at Howe & Rusling
Howe & Rusling
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Rochester
New York
United States
Aug 19, 2024
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