Jeremy S. Schwartz

About Jeremy S. Schwartz

Jeremy has been in the financial industry since and holds Bachelor of Science in Finance from Florida Atlantic University. He joined Morgan Stanley in December 2008 following a career with Merrill Lynch and MBNA Bank. Jeremy provides investment and liability strategies to help meet each client’s unique financial needs. His focus is on derivative trading and tax-efficient diversification of concentrated stock positions. He also founded Poker4Life in 2005, a not- for-profit company that has helped raise millions of dollars for 501(c)3 charities such as The Buoniconti Fund, The National Law Enforcement and Fire Fighters Children’s Foundation, The Children’s Tumor Foundation, TORCH and many others. Jeremy currently resides in New York City with his wife Mor and two sons, Bae and Olin. Areas of Focus: Investment Management, Research and Strategy Insights, Retirement Income, Estate and Gift Planning Strategies, Derivative Trading, Multi-Generational Planning, Women & Wealth, Cash Management and Lending Solutions for Individuals and Businesses NMLS#: 12•••30

Experience

1. Vice President, Wealth Advisor

   Morgan Stanley

   Dec 2008 — Present · New York, NY, US

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Education

• Florida Atlantic University

  Bachelor of Science

  1998 — 2002