As a highly trained and experienced financial advisor – and a strong proponent of asset allocation theory – Gary J. Swartz, Jr. leads a team that bases all investment recommendations on the goals, objectives, and risk parameters of the client. We invest our time in our clients by meeting, analyzing, and continuously reviewing their assets to best serve their interests.
With decades of combined industry experience, our focus on excellence in producing results has made us the trusted practice and independent advocate to a select group of clients with whom he has developed long-term relationships based on honesty, integrity, and regular communication.
Gary J. Swartz, Jr. is a highly experienced and knowledgeable Financial Advisor in the Plains, PA office of Wells Fargo Advisors. He provides a wide range of financial services, particularly for families, high-net-worth individuals, institutions, and endowments. Gary focuses on delivering customized asset management solutions by concentrating on asset allocation strategies, risk analysis, and investment planning.
Gary has been recognized as a Premier Advisor1 within Wells Fargo Advisors and as one of Forbes' Best-in-State Wealth Advisors in Pennsylvania for the years of 2019 through 2022.2 He is dedicated to helping his clients achieve their financial goals by understanding their needs, offering sound investment advice, and providing a level of personal service that exceeds expectations.
Prior to joining Wells Fargo Advisors in 2008, Gary worked at Morgan Stanley in Scranton, PA for 13 years. Previously, Gary worked at Mellon Bank as a financial specialist.
Gary earned both a bachelor’s degree and master’s degree in finance from Wilkes University in Wilkes-Barre, PA. He has also completed retirement planning training and earned various securities certifications. Gary holds all applicable securities registrations and insurance licenses required of a Financial Advisor.
A proud father of three, Gary resides in Harveys Lake, PA, with his wife, Allyson. Gary is happy to support his community as either a member or board member for the Luzerne County Historical Society, the Pennsylvania Society, the Luzerne County Planning Commission, the North Branch Land Trust, the Harvey's Lake Protective Association, and the Free Masons.
1The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of education components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
2The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Christine’s primary role is managing operational and administration needs for clients, as well as the administrative needs of the branch. She also handles the day-to-day administration of account-related activities.
At Wells Fargo Advisors, Christine is proud to have been named a Premier Client Associate in 2018 and served on the firm’s Client Associate Advisory Council.1
Christine began her career in the financial services industry more than 30 years ago and holds the Series 7, 9/10, 63, and 65 registrations. She earned both her Bachelor of Science and MBA in Finance from Wilkes College.
Christine and her husband, Ed, reside in Wilkes-Barre with their beloved dog, Puggles. They have an adult daughter, Marina, who works as an English prep teacher in Westlawn.
A giver by nature, Christine spends much of her free time helping take care of her elderly mother and volunteering in her local Greek community. She is proud to be a first-generation Greek in her community – often volunteering at Greek festivals – and she is currently the Treasurer of the Annunciation Greek Orthodox Church.
1 The Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by management for their consistent display of professionalism, integrity, and core leadership values.