Mike Swezey
,

Senior Vice President, Wealth Management Advisor

69 State Street
Albany, NY 12207
518.462.8304
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

I, along with my team - the Connolly Swezey Wolf Group - focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. My access to the investment insights of Merrill and the banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

I have many years of experience helping our Merrill clients achieve their financial goals - retirement, college education for children and grandchildren, financial management through good markets and bad. 

I am a retired Brigadier General and formerly was the Commanding General of the New York Army National Guard.  Following my graduation from West Point, I spent the next thirty six years in uniform proudly serving the people of our Nation and State and now I continue to support our currently serving members of the military as well as Veterans and their families.

My wife Ann is a Nurse Practitioner in Troy and we are the proud parents of two sons who currently serve in the United States Navy.

Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Albany Senior Services, Junior Achievement, The Capital Youth Hockey Association, the North Albany American Legion Post, the Center for Economic Growth and the USS Slater based here in Albany . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Albany Senior Services, Junior Achievement, The Capital Youth Hockey Association, the North Albany American Legion Post and the USS Slater based here in Albany . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Anam Giambona,

CRPC™

Registered Wealth Management Client Associate
518.462.8376
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Michael Swezey is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI.