Matthew Swartz
AVP Wealth Management Specialist at Merrill Lynch
Based in Omaha, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Omaha
Industry
Financial Services
Company size
35K
Contact information
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m•••••••@ml.com
Phone
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Background
About Matthew Swartz
Matt joined Merrill Lynch Wealth Management as an investment associate, assisting The Ambrose Lighthart Group with business management and planning responsibilities. He graduated from Wheaton College (IL) with a degree in Economics. Prior to Merrill, Matt worked in the financial services industry in both client services and sales. He currently holds his FINRA Series 7, 3, 66 registrations, and life and health insurance licenses. Matt is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Board of Standards, Inc. He is actively involved with his church and coaches select club soccer for Sporting Omaha FC.
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