Lasting relationships. For all that matters

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.

Family selfie

Keith Swanson

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Education

  • B.S. Biology, University of Tampa

Credentials

  • Accredited Wealth Management Advisor
  • CERTIFIED FINANCIAL PLANNER™
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
  • (201) 587-2061

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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