Sarah Swanson | Edward Jones

Tell us about YOU!!  I help make people’s dreams a reality through providing goals based advice for their investments. I love helping my clients visualize their goals and come up with a strategy to help them achieve it. I’ve worked in the industry since 2016 and have been a financial advisor since 2018. I’m a mom of two so when I’m not working I am with my two daughters and husband or I’m at a local concert. Outside of investing and family, music is the love of my life.

What makes you different/stand out in your industry? I love to educate so if you are new to investing, have a good financial foundation and wondering what is next, I’m your woman. If you don’t know about investing but know you need to know more, reach out. I’m your resource.

What do your clients love about you? My clients love that I can describe a very complicated topic like investing in an easy to understand way and remove some of the anxieties and discomforts associated with investing.  

What is the best advice you can share with others?  Start investing earlier than you think you need to.

How has the Women’s Business League helped you?  Connecting with other women to help develop business ideas and support for each other. We help each other up.

Picture of Sarah Swanson

Sarah Swanson

Edward Jones