Margo Sweany

Senior VP, Wealth Advisor at RMB Capital
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Bio

Margo is a wealth advisor with a decade of experience in the financial services and wealth management industries. She works with a team of advisors and associates, and they collaborate to manage relationships with a select group of clients. Their clients include retirees, C-level executives, business owners, and other high-net-worth and ultra-high-net-worth individuals and families who seek to protect and prudently grow their wealth.

Employment
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  • RMB Capital
    Senior VP, Wealth Advisor