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MEMBER PROFILE

 

Jaron Swartz

First County Bank

 

Member profile details

Membership level
Connecticut Emerging Professional
First name
Jaron
Second name/initial
M
Last name
Swartz
Title
Wealth Advisor
Company
First County Bank
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
  • New York News & Events
  • Philadelphia News & Events
 

CONTACT INFORMATION

City
Stamford
State
Connecticut
 

PROFILE INFORMATION

Call me when
you need advice on how to manage the risks and wealth planning complexities that accompany significant financial and business success
Why I/we support XPX
It is a fantastic organization where not only will I expand my circle of COIs, but learn more about the exit planning process from a host of different angles.
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Business development
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Philanthropy
  • Trusts
Client Industry(ies)
  • Business Services
  • Health/Pharma/Biotech
  • Non-profit
  • Real Estate/Construction
  • Retail
Professional Certification(s)
MBA
In Business Since
2010
Business Focus
Synchronized transition planning
Client Results
Successfully transitioned a high-earning physician from a product-based brokerage model to a comprehensive planning-led relationship, optimizing for tax efficiency and long term risk mitigation
Advisor Resource Relationships
  • BizEquity
  • The International Exit Planning Association
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