Keith Swanson Email & Phone Number

Keith Swanson, Managing Director and Private Wealth Advisor, is the founder of the Swanson Group at Morgan Stanley Private Wealth Management. The Swanson group is a national team with clients across the continental United States. The group is made up of ten professionals with two core businesses and cumulatively advise to $1.2 billion (as of May 2018). The first business is for the affluent. The Swanson Group works with approximately 50 ultra-high net worth and often multi-generational families and family offices. Many of those individuals are entrepreneurs, business owners/operators, inheritors and current/past executives. They start new relationships with individuals and family groups with at least $5M in investable assets. The Swanson Group is the only Morgan Stanley Private Wealth Management team in the state of Iowa. Morgan Stanley PWM is an exclusive subset of the firm's mass group of advisors which caters specifically to the complex needs of the most affluent families and individuals with significant wealth. The second core business is Graystone Consulting unit. Graystone is the exclusive, independent business unit within Morgan Stanley which provides advice to organizations with complex needs and at least $50 million in assets. The team provides investment consulting, asset/liability management, spending policy consultation and other services to endowments, foundations, non-profits, and tax-exempt organizations. The ten-person strong Swanson Group is the only Graystone team based in Iowa and the broader upper Midwest.With exclusive Morgan Stanley PWM and Graystone Consulting affiliations, The Swanson Group has incredible resources at their disposal. If you fit the client profile and are interested in learning more about their business - please don't hesitate to contact Keith and his team.

Listed skills include Consulting, Wealth Management, and Institutional.

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  Iowa State University

  Economics