Ron Schwartz is a Senior Vice President, Financial Advisor, and Senior Portfolio Manager with The Modern Perspective Group at Morgan Stanley. Ron brings three decades of experience to his clients’ lives, helping them achieve their long-term goals across various phases of life and even across generations.
A graduate of the University of Alabama (B.S.) and DePaul University (M.B.A.), Ron first entered the industry in 1992 as a financial advisor with Smith Barney (a predecessor of Morgan Stanley). After three years at the Firm, he spent the next ten at JP Morgan Private Client Service, where he enhanced his financial planning and wealth management approach with a focus on 401k plans. During that time, he earned the rigorous Certified Financial Planner® designation to become a truly comprehensive resource for all his clients’ wealth management needs. With that same motivation, he came on board with Morgan Stanley in 2005, seeking to offer his clients a world-class suite of resources.
With The Modern Perspective Group, Ron draws from deep firsthand experience and elite credentials to provide clients with a wide range of support. He helps clients with everything from financial planning for individuals and businesses, to 401(k)s, SEP plans, charitable giving strategies, insurance needs, and portfolio management –– including alternative investments to help overcome market volatility.
Even more than what he can offer, Ron prides himself on how he goes about working with every client; he takes the time to fully understand a clients’ needs and goals, and he keeps those needs and goals at the forefront of their strategy. Whether for a minor financial complication, a major life transition like retirement, or an emergency like the passing of a loved one––Ron extends himself as a resource to help guide his clients every step of the way.
A native of England, Ron now resides in Chicago with his wife and their four children. Outside of work, he enjoys spending time with family and staying active with triathlons, cycling, running, and golf. He volunteers as a coach for an American Youth Soccer Organization team and sits on the board of the local AYSO chapter. Previously, he served on the Finance Committee of Jewish Child and Family Services, and as Board President of Israel Bonds Young Leadership.
Services Include
- 401(k) Rollovers
- Alternative Investments
- Annuities
- Asset Management
- Business Planning
- Business Succession Planning
- Cash Management
- Corporate Retirement Plans
- Defined Contribution Plans
- Endowments and FoundationsFootnote8
- Estate Planning Strategies
- Exchange Traded Funds
- Financial Planning
- Fixed Income
- LGBT+ Planning Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Professional Portfolio Management
- Qualified Retirement Plans
- Retirement Planning
- Sustainable Investing
- Structured Products
- Wealth Consulting
- Wealth Management
Securities Agent: WV, ID, WA, MO, KS, DE, AZ, VA, OR, MI, LA, AK, TN, PA, NC, DC, CA, NV, NJ, MD, KY, IA, WI, NY, MN, TX, SD, OK, CT, CO, OH, MA, IL, GA, VT, SC, FL, NE, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261770
CA Insurance License #: 4218885