The Schwartz Group assists high-net-worth individuals and busineses through personalized planning and strategic wealth management. Our clients have entrusted us with more than $250 million in assets as of January 2013. The group's areas of proficiency are - Retirement Planning, Asset Management, Asset Protection and Wealth Transfer. With The Schwartz Group, clients can expect to recieve personalized advice and access to the specialized investment services required by sophisticated investors. The group meets regularly with clients to ensure their financial lives are consistent with their personal goals and objectives.
FERN SCHWARTZ - Wealth Management Advisor
Senior Vice President
Fern has more than 25 years of extensive experience in the field of wealth management for high-net-worth clients and has been with Merrill Lynch since 1983. She is a 1977 summa cum laude graduate of Rochester Institute of Technology and is passionate about helping clients meet their financial goals. Fern is recognized as a member of Merrill Lynch's Circle of Excellence and served as Chairman of Merrill Lynch's Diversity Advisory Council to Management. Fern plays an active role in the Pittsburgh community where she serves on the boards of Hillel and Jewish Family and Children's Services and is a Trustee of Jewish Women's Foundation and on the Executive Committee of Executive Women's Council. She is a 2005 recipient of a Merrill Lynch Leadership in Diversity Award and a 2006 honoree by The Women and Girls Foundation.
Steve was in the private practice of Periodontics for 19 years and was Assistant Professor of Periodontics at The University of Pittsburgh. He joined his wife, Fern at Merrill Lynch in 1998. Steve's responsibilities include technology, research and business management for the team. His community involvement includes board membership at Tree of Life Synagogue where he recently served as Chairman of The Adult Education Committee.
Registered Client Associate
Tara is always the first point of contact for clients of The Schwartz Group. She leads the group's operational activities and provides specialized service to the group's valued clients. She received a Bachelors degree in Criminal Justice from Mercyhurst College and has worked in the financial industry for eight years.
Dana serves as a client associate for The Schwartz group specializing in concierge services, marketing and scheduling. She obtained a bachelors degree in public relations from The University of Pittsburgh. Dana joined Merrill Lynch in 2011 and handles client appointment scheduling and preparation as well as concierge services for the group.