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    David Schwartz

    Financial Advisor at Bleakley Financial Group

    David Schwartz is a Financial Advisor and Principal at Bleakley Financial Group, based in Morristown, New Jersey.12 He has been with the company since May 2009, accumulating over 15 years of experience in the field.1 Schwartz specializes in wealth management and financial planning, focusing on helping individuals and families achieve their financial goals.12

    As a Wealth Management Advisor, David creates customized financial plans tailored to each client's unique needs and objectives.2 He takes an active approach, maintaining regular contact with his clients to stay ahead of any changes in their situations or evolving goals.2

    David Schwartz has a unique perspective in the industry, being the son and nephew of two of the Principals at Bleakley Financial Group.2 This background has provided him with a comprehensive understanding of the planning process and its various elements.2

    Professionally, David holds the following qualifications:

    • FINRA Series 7, 63, and 65 registrations through LPL Financial
    • Life and health insurance licenses
    • California Insurance License #0I8120812

    At Bleakley Financial Group, Schwartz offers services including retirement planning, investment strategies, and overall financial security guidance.1 He works within a larger team of over 100 investment professionals at the firm, which has been providing customized financial planning and wealth management services for more than 30 years.3

    Highlights

    Jan 1 · bleakley.com
    Our Team | Meet the Experts at Bleakley Financial Group
    Our Team | Meet the Experts at Bleakley Financial Group

    Related Questions

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    David Schwartz
    David Schwartz, photo 1
    David Schwartz, photo 2
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    Location

    Greater New York City Area