Ryan M. Swanson


Retirement Plan Associate

Mr. Swanson graduated from Binghamton University with a degree in Business Administration. He is currently holding licenses for Series 7 & Series 65. Starting as an intern in 2014, Ryan has been working with the Focused Wealth Management team for over 7 years.

Working within the retirement plan division, Ryan specializes in assisting plan participants by fully understanding and maximizing the benefits available to them within each of their respective retirement plans and ensuring each participant is on track to achieve their financial goals in retirement.

Ryan additionally provides operational support for the Focused Wealth Management team, preparing various reports and research within the office.

In his free time, Ryan volunteers at various Greystone Programs fundraising events, is a member of the CRVI Golf Committee and volunteers for various lacrosse programs in the area including the Junior Varsity Boy’s Wappingers Lacrosse Team.

Growing up in the Hudson Valley within a family whom all worked in various fields of the not-for-profit sector, Ryan is especially humbled to be able to assist these types of organizations with their retirement plan education as well as provide retirement planning support to some of the most selfless workers in the area.