Park Central Branch Office

Steve Schwartz is currently the Market Manager of Morgan Stanley’s Park Central branch in New York. He began his career in the wealth management industry in 1993 subsequent to graduating from The Ohio State University’s Fisher School of Business in 1986 and working for his family’s construction supply business in South Florida. Steve has worked in the industry for nearly 30 years and has a vast amount of experience in a variety of roles. He prides himself on creating an environment where excellence is contagious and everyone on his team is inspired to reach their full potential.

Steve started with Smith Barney in Philadelphia in 1993 as a Financial Advisor, where he built his business by cold-calling and conducting wealth management workshops. He was a multi-year member of the firm’s Blue Chip Council, which was awarded to a select group of Financial Advisors who, within their first five years, demonstrated the highest standards and first class client service.

In 1999, Steve and his partner transitioned their practice to Morgan Stanley and was ultimately recruited into the firm’s management team a few years later. He began as a Complex Sales Manager for the Philadelphia Complex in 2002 and was also appointed Head Sales Manager for the Northeast Region. In 2003 Steve was assigned his first Branch Manager position in Lancaster, PA, and in then 2006 he was promoted to Complex Manager for the Jenkintown, PA, Complex.

Subsequent to the joint venture with Smith Barney in 2009, Steve was named the Sub-Complex Manager of the combined firm’s Conshohocken, PA, business. He was also honored as one of “On Wall Street Magazine’s Top 100 Branch Managers” in 2011.

Steve left Morgan Stanley in Dec 2012 for Wells Fargo Advisors and became a Regional Brokerage Manager for the firm’s Philadelphia Market. And then in late 2016 he bought an equity stake in an independent wealth management practice affiliated with Wells Fargo Advisors in Fort Washington, PA. He spent the next 2 ½ years as a Partner and Senior Financial Advisor prior to coming back home to Morgan Stanley in May of 2019 in his current role.

Steve resides in Newton, MA, with his wife, Fran, a nurse practitioner with MIT Medical. Steve and Fran have 3 Children – Ryan (a 4th year medical student), Erica (an associate at JP Morgan), and Carly (a senior at The Ohio State University). Other than spending time with his family, Steve enjoys reading, golfing and working on philanthropic activities in his community. He has also been a member of the board of directors of The Children’s Alopecia Project since its inception in 2006, an organization which is devoted to helping children living with the hair loss disease, Alopecia Areata.