Michael Schwartz

Michael Schwartz

Executive Director - Wealth Management | Financial Adviosor

Followers of Michael Schwartz691 followers
location of Michael SchwartzWellesley, Massachusetts, United States

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  • Timeline

  • About me

    Executive Director - Wealth Management | Family Wealth Advisor | Alternative Investments Director | Financial Advisor at Morgan Stanley

  • Education

    • Syracuse University

      1996 - 2000
      BA Business
  • Experience

    • Morgan Stanley

      Dec 2002 - now
      Executive Director - Wealth Management | Financial Adviosor

      ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html."The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.NMLS#: 177067 Show less

  • Licenses & Certifications

    • NMLS#

      Nationwide Mortgage Licensing System
      Jan 2015