Joe Sweeny is a Senior Vice President and Portfolio Manager for Tower Wealth Managers, a subsidiary of Country Club Trust Company. Joe works with a number of clients in designing and implementing investment strategies to meet his clients' particular goals and objectives. Joe joined Country Club Trust Company in 2003 after serving in a similar role for the Investment Division of UMB Bank for over 10 years.
Joe brings to Country Club Trust Company a well-rounded investment background, beginning his investment career as a licensed financial advisor in 1983 with Shearson/American Express. His banking career began with Security National Bank in Kansas City, Kansas working primarily in the fixed income (bond) arena.
Joe holds his undergraduate degree from the University of Missouri – Columbia and also holds a Masters Degree from Antioch New England Graduate School in New Hampshire. Joe also holds the Certified Financial Planner, CFP® designation. In addition to Joe’s investment background, his professional career includes having worked in the insurance industry in Pennsylvania and Wichita, Kansas.
Joe is currently a CASA (Court Appointed Special Advocates) volunteer for children in Jackson County, Missouri.