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Wealth Management AdvisorUSX TOWER600 GRANT STREET
Floor No. 49,
Wealth Management Advisor
Assistant Vice President
Senior Vice President - Wealth Management
Life is an ever-evolving journey, which is different for every individual and family. Whether individuals are preparing to retire, start a business, or fund an education, we believe that pursuing each family’s unique short- and long-term objectives requires thoughtful consideration of their specific needs in every wealth stage.The Schwartz Group feels that our role is to help connect clients to the opportunities that exist along their financial path. We bring over 80 years of combined experience to help individuals, families, business owners, and women in transition create and pursue disciplined, goals-based wealth management. Our thorough support addresses the core of who clients are—rather than merely their investments—so they can proactively pursue their financial dreams and visions.Goals-Based Wealth ManagementWe believe clients should feel confident they are on the right financial path. Our high-touch concierge service helps clients alleviate the time they personally spend on their wealth management while helping them implement goals-based financial strategies. From cash-flow needs to investment strategies and beyond, our in-depth guidance helps investors soundly pursue wealth management over multiple generations. Throughout each life stage, The Schwartz Group’s personalized services offer clients:• A multigenerational focus: We strongly believe in the importance of educating younger generations on their role in their family’s legacy and helping families thoughtfully plan for everyone’s individual financial needs. • Strategic, in-depth support: Guided by disciplined, thorough services, we help every client and family member identify the values important to them and share their voice when pursuing financial goals. In each step, we tailor forward-looking strategies that reflect clients’ breadth of objectives.• Streamlined wealth management: With access to the vast resources of Merrill Lynch, we can support clients’ varying financial needs with a single point of contact—whether we’re addressing personal or business financial objectives, or both. We also synchronize our services with clients’ other professional advisors to further streamline support.The Schwartz Group Professional TeamThe Schwartz Group believes that delivering and supporting educated guidance is highly important, because we feel that informed perspectives help everyone make sound decisions. Our team members hold respected industry designations and pursue ongoing education. Additionally, as a team comprised of a husband-and-wife partnership, we deeply understand family wealth management dynamics and apply this perspective when supporting clients’ multigenerational needs.
Fern G. Schwartz CRPC®Senior Vice President–Wealth ManagementWealth Management AdvisorFern entered the financial services industry in 1982 as a Merrill Lynch Wealth Management financial advisor, and has since fostered a meaningful career helping affluent families find strategies to their complex financial needs. During this time, she has received multiple Firm recognitions for her dedicated service. She also holds the Chartered Retirement Planning CounselorSM professional designation. Fern is a high honors graduate of the Rochester Institute of Technology with a bachelor’s degree in business. She and her husband, Steve, are proud parents of their son, Zachary. In her spare time, Fern enjoys gardening and traveling, and is avidly involved in her community.• CEO, Western Pennsylvania chapter of the Merrill Lynch Women’s Exchange• Co-Chair, Jewish Women's Foundation• Board member, Jewish Family and Children's Services• Board member, Women’s Leadership Council for United Way in Pittsburgh• Co-chair, The Center for Women• 2013 leadership award recipient, Jewish Family and Children Services• 2008–2013, Barron’s Top 400 Women Financial Advisors Summit attendee • 2010 member of the Diversity and Inclusion Council• 2006 honoree by The Women and Girls Foundation of Southwestern Pennsylvania• 2005 recipient of the Merrill Lynch Leadership in Diversity AwardStephen SchwartzFinancial AdvisorSteve joined his wife, Fern, at Merrill Lynch in 1998 and supports clients with in-depth service guided from years of experience and innovation in technology, research and business management. Before becoming a financial advisor, Steve maintained a periodontics private practice for 19 years and also served as assistant professor of periodontics at The University of Pittsburgh. Today, he enjoys applying his previous professional experiences by helping to foster client relationships guided by thorough advisory support and education. Steve remains active in his community and enjoys spending time with his family and pursuing his interests in exercise and nutrition.Tara Ziegler, CFP®, CRPC®Financial AdvisorTara began her financial industry career in 2002 and became a Merrill Lynch professional in 2007. An integral component of our team, Tara leads our operational activities and helps to address clients’ personalized retirement goals. Tara holds the CERTIFIED FINANCIAL PLANNER(TM) certification awarded by the Certified Financial Planner Board of Standards, Inc. Tara also holds the Chartered Retirement Planning CounselorSM professional designation. A lifelong Pittsburgh-area resident, she received her bachelor’s degree in criminal justice/law enforcement from Mercyhurst College. She enjoys skiing, swimming, and traveling to visit family and friends. Kaylea DoranClient AssociateKaylea is a graduate of Penn State University where she majored in Communications and minored in Business. Previously, she served as a Private Banking Administrator. As a Client Associate with The Schwartz Group, she provides meaningful and enhanced client experiences by scheduling appointments, preparing meeting materials and fulfilling client service needs. In her spare time, she enjoys exercise, travel, fashion, and outdoor activities.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Fern Schwartz is registered to do business in : CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA
Stephen C. Schwartz is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Tara Ziegler is registered to do business in : CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA
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