Kathy Swiat

Bio

Kathy brings over 20 years of experience in financial services to Atlantic Union Bank Wealth Management. As one of our Trust Executive Directors, she helps lead the Maryland and Northern Virginia teams in assisting clients with complex financial matters. Deep understanding of a client’s circumstances, values, and goals allows the team to develop customized financial strategies for the client. Kathy works closely with client’s attorneys, accountants, and advisors to achieve a holistic approach to support the client. Kathy holds a BBA in Accounting and Finance from Grand Valley State University and an MBA from Walsh College. She has earned the following professional qualifications; Certified Trust and Financial Advisor (CTFA), Certified Trust Auditor (CTA), Certified Internal Auditor (CIA) and Certified Financial Services Auditor (CFSA).

Kathy has an entrepreneurial mindset, having owned and operated several retail businesses over the years. Originally from Michigan, Kathy currently resides in Brookeville, MD. When she’s not helping clients or guiding her team, Kathy enjoys spending time with her family, helping others, and traveling.