Insight-based advice

The Angelo and Swanson Financial Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Three generations in front yard

Forbes Best-in-State Wealth Management Teams, 2023

We are proud to announce that we have been named to the Forbes Best-in-State Wealth Management Teams list for 2023.

The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
  • Kenneth Angelo

    Kenneth Angelo

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NY
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    Kenneth Angelo has over 35 years of experience as a financial advisor, and is dedicated to helping his clients build, manage, and protect their assets. Ken has built his many long-term client relationships through his strong sense of integrity, deep knowledge of investment markets, and dedication to client service. His goal is to understand each client’s unique financial situation in order to guide them through major life changes and help them build wealth to meet their future life goals.

    Before starting his career in financial services, Ken worked as an engineer, having received his Bachelor of Science in Engineering from Fairleigh Dickinson University. He brings that problem-solving ability to his work as a financial advisor and portfolio manager at UBS Financial Services, which he joined in 2009.

    Ken holds FINRA Series 7, 31, and 63 securities licenses, and he also holds variable annuity and variable life and health insurance licenses.

    Ken is an avid hiker and gardener who loves hardscaping rock walls. He and his wife Dorinda currently reside in Mahwah, where Ken spent many years on the Board of Education and coached youth soccer for fifteen years. Ken and Dory enjoy spending time with their two grown daughters and extended family.

      • Fairleigh Dickinson University, B.S. Engineering
        61 South Paramus Road
        Mack Center IV, 4th Floor
        Paramus, NJ 07652
      • Keith Swanson

        Keith Swanson, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • HI
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NM
        • NY
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WV

        Keith Swanson began his career in Financial Services in 1989. With over 30 years of experience, and as a CFP®, Keith possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax.

        Keith graduated from The University of Tampa and earned a Bachelor's degree in Biology.  Additionally, he earned certifications from the College for Financial Planning, as a CERTIFIED FINANCIAL PLANNER™.  He completed the UBS Wealth Management Advisor Education Program and holds variable annuity, and variable life and health insurance licenses as well as FINRA Series 7, 24, 63, and 65 securities licenses.

        Keith is active in the Swedish American Chamber of commerce and the Rockland Business Association. 

        Keith enjoys hiking, skiing, reading, and gardening.  He and his wife Linda currently reside in Old Tappan, NJ.

          • University of Tampa, B.S. Biology
          • CERTIFIED FINANCIAL PLANNER™
          61 South Paramus Road
          Mack Center IV, 4th Floor
          Paramus, NJ 07652
        • Michael Stevens

          Michael Stevens, CFP®, CEPA

          Authorized Officer

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • HI
          • ID
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • NC
          • NH
          • NJ
          • NM
          • NY
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WV

          Michael Stevens began his career in Financial Services in 2015 and joined UBS in 2017 as a Financial Advisor. Mike has years of experience of managing clients' and their families' futures to help meet their financial goals of liquidity, longevity, and legacy.

          Mike works relentlessly to seek knowledge to stay equipped to address the issues that impact his clients. Mike received his Bachelor of Science degree in Finance from the University of Delaware. He completed his CFP® education through the Northwestern University School of Professional Studies and completed his certification as a Certified Exit Planning Advisor (CEPA). Mike specializes in building holistic financial plans, especially for small business owners with succession planning needs.

          Additionally, Mike holds FINRA Series 7 and 66 securities licenses as well as Life, Health, and Variable Life and Health insurance licenses.

          Mike enjoys staying active playing sports, hiking, traveling, trying new foods, and has a passion for sustainable investing. He and his wife, Alyssa, currently reside in Ridgewood, NJ.

            • University of Delaware, Bachelor of Science, Finance
            • Northwestern University School of Professional Studies, Certified Financial Planner™
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Exit Planning Advisor
            61 South Paramus Road
            Mack Center IV, 4th Floor
            Paramus, NJ 07652
          • Sharon Murdock

            Sharon Murdock

            Client Associate

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            • AZ
            • DE
            • FL
            • MA
            • NJ
            • NY

            With over 25 years of experience in the Financial Services Industry, Sharon brings a deep knowledge to the team and their clients. Sharon’s experience helps her have a strong understanding of the firm and how to use the resources to benefit the individuals and families that she serves. 

            Sharon graduated from Manhattanville College and holds her FINRA Series 7 and 66 licenses, as well as her New Jersey Health and Life Insurance licenses.

            Sharon is an active member of St. Joseph's Church in Oradell, NJ, where she is the co-director of lectors. Sharon also enjoys spending time with her family, reading, supporting her favorite football teams (the NY Giants and Notre Dame), and the outdoors. She currently resides in Bergenfield, NJ with her husband and son.

                  61 South Paramus Road
                  Mack Center IV, 4th Floor
                  Paramus, NJ 07652
                • Jessica

                  Jessica Sheeran

                  Client Associate

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                    Jessica Sheeran joined UBS and the Angelo & Swanson Financial Group in 2019, where she supports the team with client services and marketing. Jessica graduated summa cum laude from Marymount College Tarrytown with a BA in Studio Art, and has worked as a graphic designer for twenty-five years prior to joining the financial services industry. She brings an attention to detail and a strong sense of integrity to all aspects of her work.

                    In her free time, Jessica enjoys movie nights with her family, visiting museums, hiking, and birding. She is also an avid genealogist who has been researching her family history for twenty years. She resides in Bergen County with her husband and daughter.

                          61 South Paramus Road
                          Mack Center IV, 4th Floor
                          Paramus, NJ 07652

                        Defining your priorities. Pursuing what matters.

                        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                        The Year Ahead - Sustainable Investing

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Family

                        Financial planning

                        2022 year-end planning guide

                        The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        Global leader

                        UBS is a world-leading wealth manager

                        $10 billion

                        USD invested in 100% sustainable portfolios4

                        4ubs.com/Impact/2/2020

                        Insights