Jaron Swartz
Senior Vice President, Medical Wealth Advisor Ii at Truist Wealth
Based in New York, United States
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Seniority
Other
Department
Other
Location
New York
Industry
Financial Services
Company size
1.7K
Contact information
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j•••••••@truist.com
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Background
About Jaron Swartz
I build comprehensive planning strategies for wealthy individuals, their families, and the organizations they support with a niche focus on healthcare professionals, combining 13+ years of proven expertise across private banking, commercial healthcare lending, and wealth management. My track record includes: • Sourcing $1B+ in net new flows • Leading go-to-market initiatives for major financial institutions • Structuring complex credit solutions sophisticated individuals and institutions
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