About
Sarah Swanson serves as a Business Development Associate for Highland Capital Brokerage. She started in the financial services industry in 2006 and specializes in life insurance sales ideas and how to use those ideas to generate revenue. Sarah has spent her career training financial advisors on how to position concepts with their clients in a clear and compelling way.
Before joining Highland, Sarah held positions with some of the industry’s most prominent carriers and companies. Her background is a unique mix of client‑facing retail experience and in‑depth carrier‑centric sales‑producing strategies and tactics. This blend of wholesale and retail sales experience makes her the ideal business partner for financial advisors who need a product expert who communicates effectively with clients.
Sarah holds the following designations and licenses: Texas Life and Health insurance license, as well as FINRA Series 6 and 63.
Sarah resides in Austin, Texas, with her husband, two children, and their pair of Goldendoodles, Wrigley and Addison. Her time away from the office is spent at various hockey rinks throughout the country and visiting her daughter in college. She also enjoys hiking, kayaking, and stand‑up paddleboarding.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.