About Matt Schwartz
Matt is a Certified Financial Planner™ who has been in wealth management since 2010. Using a planning based approach Matt assists the team in creating individual portfolios and strategies that fit each family’s long term goals. Matt graduated From A.B. Freeman School of Business at Tulane University with a BS in Finance. Matt lives in Highland Park, IL with his wife Emily and their three daughters.
Securities Agent: CO, KY, VT, NH, IN, WA, RI, NY, DC, CT, CA, TX, TN, OH, MO, MI, IL, IA, MA, LA, AZ, AL, NV, PR, OR, NJ, NC, FL, WI, VA, SC, MT, MD, ME, PA, GA, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1834566