6 Common Wealth Management Challenges Explained by Sarah Swan | Sarah Swan - VICE PRESIDENT, WEALTH MANAGER of Howe & Rusling, Inc. 00:10:00
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.