Suggestions
Michael Schwartz
Executive Director - Wealth Management | Family Wealth Advisor | Alternative Investments Director | Financial Advisor at Morgan Stanley
Michael I Schwartz is an Executive Director of Wealth Management and Financial Advisor at Morgan Stanley. He is a founding member of The Schwartz Group, which is part of Morgan Stanley Wealth Management.1
As a senior member of his team, Michael I Schwartz holds several important designations:
- Executive Director, Wealth Management
- Financial Advisor
- Alternative Investments Director
- Family Wealth Advisor1
Michael focuses on helping clients create carefully coordinated wealth strategies.3 His expertise extends to various areas of financial planning and wealth management, including:
- Retirement planning
- Investing
- Family financial planning
- Business planning
- Philanthropy2
With his extensive experience in the financial industry, Michael I Schwartz is well-positioned to provide comprehensive wealth management services to his clients. He is based in Wellesley, Massachusetts5, and works with the Schwartz Group at Morgan Stanley's Wealth Management division.
Michael is active on social media platforms, maintaining a presence on both Twitter and LinkedIn.1 His LinkedIn profile can be found under the username michael-schwartz-81908174.34
