Insight-based advice

The Angelo and Swanson Financial Group

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Three generations on beach

Forbes Best-in-State Wealth Management Teams, 2023-2024

We are proud to announce that The Angelo & Swanson Financial Group has been named to the Forbes Best-in-State Wealth Management Teams list for 2024.

The Forbes rating is compiled by SHOOK Research and is awarded annually in January, based on information from 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
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    California insurance license no. 0M26791.

    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.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • Fairleigh Dickinson University, B.S. Engineering
      61 South Paramus Road
      Mack Center IV, 4th Floor
      Paramus, NJ 07652
      kenneth.angelo@ubs.com
      Kenneth Angelo
      61 South Paramus Road,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
      • GA
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      California insurance license no. 0M2018.

      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.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

      • University of Tampa, B.S. Biology
      • CERTIFIED FINANCIAL PLANNER®
      61 South Paramus Road
      Mack Center IV, 4th Floor
      Paramus, NJ 07652
      keith.swanson@ubs.com
      Keith Swanson, CFP
      61 South Paramus Road,Paramus,NJ,07652
    • Michael Stevens

      Michael Stevens, CFP®, CEPA

      Authorized Officer

      Financial Advisor

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

      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.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

      • 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
      michael-zb.stevens@ubs.com
      Michael Stevens, CFP®, CEPA
      61 South Paramus Road,Paramus,NJ,07652
    • Sharon Murdock

      Sharon Murdock

      Client Associate

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      • AZ
      • 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
            sharon.murdock@ubs.com
            Sharon Murdock
            61 South Paramus Road,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
                    jessica.sheeran@ubs.com
                    Jessica Sheeran
                    61 South Paramus Road,Paramus,NJ,07652

                  A focus on personalized access and service

                  Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                  A leading global wealth manager

                  A way forward

                  Understanding your life, your wealth and what you want to accomplish.

                  We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                  Let's talk about how we can help you plan for the life you want

                  Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  #1

                  for High Net-Worth clients

                  Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                  Financial strength

                  Driving confidence.
                  A-  Standard & Poor’s
                  A  Fitch
                  A3
                    Moody’s


                  UBS AG, long-term senior secured debt rating. As of 03/31/2024

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