Elizabeth S. Swanson is a Senior Relationship Manager in Schwartz & Co.’s Institutional Services Department. She is responsible for participant education and ongoing servicing of our clients.
She began her career at H & R Block Financial Advisors, Inc. (formerly OLDE Discount Stockbrokers) as an associate in the Investment Company Approval Department. She was promoted to manager of the department within her first year. In addition to being a Registered Representative, she also holds licenses as a General Securities Principal, a Uniform Securities Agent and an Investment Advisor Representative.
Ms. Swanson obtained her Masters of Finance at Walsh College. She graduated from Eastern Michigan University, where she earned a Bachelor of Science degree in Finance. She also graduated from Kimball High School.