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Merrill Lynch Financial Advisor Douglas I Schwartz
701 Brickell Avenue, Miami, Florida, United States
About the Merrill Lynch Financial Advisor Douglas I Schwartz
Merrill Lynch Financial Advisor Douglas I Schwartz is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. As your Merrill advisor, Douglas I. Schwartz, CFP®, CAIA®, CPFA, focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With a background in law and finance, Douglas is a Senior Vice President and Wealth Management Advisor who can provide traditional advice as well as personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is dedicated to helping both business owners and individuals identify their investment goals, create appropriate strategies, and implement them with a core and satellite discipline approach.
Douglas has earned multiple certifications and has a strong educational background, including a Master of Business Administration from Cornell University and a Juris Doctor from Tulane University School of Law. He is committed to helping clients achieve their financial goals by understanding their investment personality and priorities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Douglas can develop a customized financial approach that reflects your goals and values.
As a Merrill Lynch Wealth Management Advisor, Douglas is dedicated to helping you navigate the complexities of your financial life and build a personalized investment approach to meet your needs and pursue your goals. With a focus on understanding your family, financial situation, and priorities, Douglas is committed to providing personalized investment strategies and comprehensive financial solutions. Contact Merrill Lynch Financial Advisor Douglas I Schwartz to start working towards your financial goals today.
Photos of Merrill Lynch Financial Advisor Douglas I Schwartz
701 Brickell Ave 7th Floor, Miami, FL 33131, United States
Opening hours of Merrill Lynch Financial Advisor Douglas I Schwartz
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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