Eric Schwarz
Senior Vice President, Senior Trust Advisor, Truist Wealth
- Role
- Senior Trust Advisor at Truist
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Eric Schwarz
As an integral part of the client’s wealth management team, Eric helps high net worth clients manage their generational wealth and pursue their goals by identifying wealth planning opportunities involving trusts, insurance, and tax-driven and asset protection entity structures. He oversees the implementation of comprehensive financial and estate plans. Eric maintains current knowledge in fiduciary laws, taxation and other laws that concern clients’ planning and serves as a resource and fiduciary consultant to her clients.
Experience
Senior Trust Advisor
Aug 2024 — Present · Dallas-Fort Worth, TX, US
Education
Miami University
Bachelor of Arts - BA, Liberal Arts
Ashland University
Coursework Toward Master of Business Administration (MBA), Finance
Boston University
Financial Planning
Skills
- Investment Strategies
- Certified Financial Planner
- Financial Risk Management
- Tax-Advantaged Investment Strategies
- Alternative Investments
- Transition Planning
- Succession Planning
- Financial Advisory
- Wealth
- Wealth Management Services
- Wealth Management
- Crm
- Series 7
- Strategy
- Finance
- Small Business
- Strategic Financial Planning
- Investments
- Retirement Planning
- Estate Planning
- Risk Management
- Financial Analysis
- Financial Services
- Investment Management
- Portfolio Management
- Management
- Banking
- Investment Advisory
- Securities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.