Penny Sweeney

Background

About Penny Sweeney

I am a member of the Sabatini Sweeney Financial Strategies Group of Wells Fargo Advisors. We take a team approach to managing wealth for our clients, which includes serving the next generation. My inspiration as a financial consultant comes from the moments when a client realizes that their goals are truly within reach: The day she receives her last paycheck, confident that she can enjoy retirement; helping remove the financial worries when he loses a loved one; allowing parents the peace of knowing that their financial assets will be available to their children in the future; guiding a young person through their financial decisions so that they can picture their long-term goals and how to achieve them. I joined Wells Fargo Advisors over 10 years ago - prior to the move I was an Executive at Hagerty Insurance where I helped Hagerty grow from a small, startup agency into a vibrant international organization. As a Financial Consultant I revel in helping clients solve problems and make all the different pieces of their financial puzzle fit together. I specialize in helping my clients plan for and transition to retirement and the years beyond. It is also important to me to help my clients preserve and transfer their assets in the most efficient way possible. Away from the office, I am fortunate to be able to enjoy hiking in our beautiful area, playing the piano and duplicate bridge, skiing and traveling. My husband Jim and I have four children, and two grandchildren that we love spending time with. This information is intended for use only by residents of: AL, AZ, CA, CO, FL, ID, IL, IN, MA, MI, MN, MO, NY, OH, PA, TN, TX, VA, VT, WA, and WI. Please contact me by e-mail penny.sweeney@wfadvisors.com or by phone 231-946-1630. I cannot respond to messages through LinkedIn Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social