Suzanne Schwester Sloan, CMFC®
View FINRA BrokerCheck informationContact us

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
  • ME
  • 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 Top Women Wealth Advisors Best-in-State, 2023, 2024The 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
  • ME
  • 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 Top Women Wealth Advisors Best-in-State, 2023, 2024The 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

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2024. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings