Background
Charles Swarns is a Regional Director for Truist Wealth in New York, Connecticut, and New England. Charles and his team advise high-net-worth and ultra-high-net-worth individuals and families to help them address their financial goals. During his over-30-year experience, he has held a number of senior roles in wealth management and commercial banking. He came to Truist from J.P. Morgan’s Private Bank on Long Island, NY, where he was the market manager.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Charles is a board member of the Queens College Foundation; a member of Pace University’s Chapter of the International Business Honor Society, Beta Gamma Sigma; and serves on the Pace University MFP Program Advisory Board.