Holly Swan
Holly Harben Swan; Managing Director and Wealth Strategist
Holly Harben Swan is a Wealth Strategies Advisor at U.S. Trust, Bank of America Private Wealth Management. In this role, Holly works with high net worth individuals and their families to develop planning solutions in a variety of areas including estate and income tax matters and charitable giving. Holly also enjoys educating younger generations on the privileges and responsibilities that come along with wealth.
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About the Author: Vistage Staff
Vistage facilitates confidential peer advisory groups for CEOs and other senior leaders, focusing on solving challenges, accelerating growth and improving business performance. Over 45,000 high-caliber execu
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