Sam Swanson
Client Relationship Manager
Samuel is a results-driven financial services professional with more than 19 years of experience supporting high-net-worth clients, advisors, and complex operations across major brokerage firms.
Currently a Client Relationship Manager at Geiger Group Wealth Management in Great Falls, Virginia, Samuel brings deep expertise in client onboarding, account maintenance, operations and compliance. His career includes prior roles at Morgan Stanley, Merrill, and UBS, where he consistently delivered exceptional client service by managing high-volume workflows while ensuring strict adherence to firm policies and regulatory standards.
Samuel holds dual Bachelor of Business Administration degrees in Marketing and Management from Radford University. He and his wife, Kathleen, reside in Potomac Falls, Virginia.
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