Beth Sweeney

Beth Sweeney

Managing Director, Wealth Manager

Beth Sweeney is a Managing Director at Steward Partners. She has been in the industry for 23 years, 21 of those at Wells Fargo Advisors and its predecessor firms as a Senior Vice President of Investments. Beth has been helping high net worth individuals & business owners realize their financial goals & dreams. She takes a holistic approach when working with her clients. Beth develops a customized financial plan based on their goals, risk tolerance and time horizon then implements an investment strategy to help achieve her clients’ goals & dreams.

Beth enjoys working out, traveling, and spending time with her family. She is also a gourmet cook.

She lives in Sharon, MA with her husband Eric & their 5 children.

Boston, MA