First County Advisors, the Wealth Management division of First County Bank in Stamford, Connecticut, welcomes the addition of Jaron Swartz as vice president, wealth advisor.
Swartz brings almost 15 years of proven success in financial services, developed through progressive roles at respected national and global financial institutions. His expertise spans financial planning, investment strategy, trust and estate planning and business succession solutions. In his role as wealth advisor, Swartz will collaborate with business owners, senior executives, private equity professionals and hedge fund principals to evaluate and address their comprehensive financial needs.
Prior to his role with First County Advisors, Swartz served as senior vice president, medical wealth advisor at Truist Bank, where he was instrumental in the strategic expansion of its Medical Specialty Group. His background also includes significant experience at Bank of America’s Global Commercial Bank, where he managed large relationships with health care, not- for-profit and higher education institutions. Swartz also served as a private client manager at Bank of America Private Bank, creating tailored solutions for sophisticated clients while optimizing their investment outcomes. His career started at Wells Fargo Private Bank, where he developed his passion for producing solid financial plans that aligned with the personal goals of his clients.
“I’m honored to join a firm recognized for its collaborative leadership and commitment to making a positive impact. My focus is on delivering thoughtful solutions to help clients achieve – and sustain – their ambitions, while contributing to the vibrancy of our broader community,” said Swartz. He will report directly to Scott Kapusta, senior vice president, chief wealth management officer for First County Advisors.
“We’re excited to welcome Jaron to the First County Advisors team. Jaron’s dedication to building lasting relationships and guiding clients with clarity and confidence reflects the values at the heart of our trusted advisor culture,” said Kapusta.
Swartz holds a Bachelor of Arts degree in economics and philosophy from Rollins College and an MBA from Temple University – Fox School of Business. He serves on the New York chapter of the Anti-Defamation League, volunteers with the UJA-Federation of New York, and is a member of the Healthcare Management Association and American College of Healthcare Executives. He resides in Mamaroneck, New Yorl, with his family.
First County Advisors, the Wealth Management Division of First County Bank, is grounded in the legacy and institutional security of First County Bank. It is dedicated to meeting the growing need for trusted, accessible financial planning and investment management resources in lower Fairfield County and beyond.
Headquartered in Stamford, Connecticut, for almost 175 years, First County Bank is an independent mutual community bank with 13 branches in Stamford, Norwalk, Darien, Greenwich, Fairfield,
New Canaan, and Westport offering deposit products, mortgages, wealth management, business banking services and a full array of digital banking products.
