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Margo Sweany

Margo Sweany

Partner, Senior Wealth Advisor

Joined RMB

December 2009

Education

BS in Business Administration and Finance, University of Colorado Boulder

Accreditations

Affiliations
  • Advanced Beginner Group, Board Member
Previous Experience
  • Lincoln Trust Company, Transfer Agent
  • Merrill Lynch, Global Wealth Management Intern
News & Insights featuring Margo Sweany:
In the College Savings Race, 529 Plans Are Clearly a Step Ahead
RMB Capital Announces Seven New Partners for 2022

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