Suzanne Schwester Sloan, CMFC®
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Let's move forward. Together.

My team and I work closely with affluent corporate executives and their families in order to help them plan, step by step, for the retirement they’ve long envisioned. My goal is to provide comprehensive wealth management advice, sound investment planning and a high-quality client experience.

My focus is always on the client first. I strive to provide advice and service that is above expectations, which is why one of the highest compliments I receive is when clients refer me to their friends and family.

Suzanne Schwester Sloan, CMFC

Senior Vice President–Wealth Management

Financial Advisor

Education

  • Chartered Mutual Fund Counselor
  • Portfolio Manager

Licenses

  • Series 7 & 66
  • Life & Health & Variable Annuities - NJ, DE, PA, FL, MD, NC, TN, VA

Personal & Community

  • Amazing Pace participant
  • Volleyball team member
  • Proud owner of a beautiful Westie
  • I am blessed to be a Mother of twins, Logan and Payton

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Suzanne Schwester Sloan, CMFC

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award 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. 

Suzanne Schwester Sloan, CMFC

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

Suzanne Schwester Sloan, CMFC

Senior Vice President–Wealth Management

Financial Advisor

Education

  • Chartered Mutual Fund Counselor
  • Portfolio Manager

Licenses

  • Series 7 & 66
  • Life & Health & Variable Annuities - NJ, DE, PA, FL, MD, NC, TN, VA

Personal & Community

  • Amazing Pace participant
  • Volleyball team member
  • Proud owner of a beautiful Westie
  • I am blessed to be a Mother of twins, Logan and Payton

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award 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. 

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

suzanne.schwester@ubs.com
Suzanne Schwester Sloan, CMFC
501 Fellowship Road,Mt. Laurel,NJ,08054

Sheila Dixon

Wealth Management Associate

Registered States:
  • DE
  • FL
  • NJ
  • PA

Sheila Dixon

501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

Sheila Dixon

Wealth Management Associate

Registered States:
  • DE
  • FL
  • NJ
  • PA
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054

Email Me

sheilas.dixon@ubs.com
Sheila Dixon
501 Fellowship Road,Mt. Laurel,NJ,08054

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