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Sarah Swan

Vice President, Wealth Manager at Howe & Rusling

Howe & Rusling

United States, New York, Rochester

About Me

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.

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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