Jaron Swartz
First County Bank
Stamford, Connecticut
Contact
How to contact
jswartz@firstcountybank.com
Professional Profile
Call Me When
you need advice on how to manage the risks and wealth planning complexities that accompany significant financial and business success
Professions
Banker
Wealth Manager
Functional Expertise
Business development
Estate planning
Family business
Investments
Philanthropy
Trusts
Exit/Transition Planning
Business Focus
Synchronized transition planning
Professional Certification
MBA
Client Industries
Business Services
Health/Pharma/Biotech
Non-profit
Real Estate/Construction
Retail
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
The International Exit Planning Association
BizEquity
Chapter information
Membership
Connecticut Emerging Professional
Member since
New Member
Why I'm a Member of 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.
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