PRW Wealth Management, LLC is pleased to welcome Jared Sweeney as the firm’s newest Wealth Advisor.
Jared brings over 12 years of banking, lending, investment management and financial planning experience to PRW, having worked previously with the Morgan Stanley Private Bank and as a Private Client Banker at JPMorgan. His contributions to the Investment Management Team will include the research and vetting of new investment ideas, creating sophisticated financial plans, and reviewing existing portfolios.
Jared earned a B.S. in Economics from Rensselaer Polytechnic Institute and is currently pursuing his Certified Financial Planner designation.
Please join us in welcoming Jared to the PRW team: