partner managing director wealth manager for perspective wealth of steward partners@ Steward Partners Global Advisory
San Antonio, Texas, United States
Leah Schwarz, CFP®, WMS™, CRPC®, MBA
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The University of Texas at San Antonio
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FlashIntel GPTLeah Schwarz, CFP(r), WMS(tm), CRPC(r), MBA is a highly experienced Financial Advisor with over 31 years of work experience. She possesses a wide range of skills including strategic planning, budgeting, customer service, and public speaking. Leah has held various positions in renowned organizations such as Steward Partners Global Advisory, Raymond James, Edward Jones, and the US Army. She has a strong background in financial services and has worked with a diverse range of clients, including individuals, families, and corporations. Leah is based in the United States and is known for her expertise in business and individual retirement plans, education savings, and estate consideringations.
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Emails and Phone Numbers
About
Financial Advisor | Business and Individual Retirement Plans | Education Savings | Estate Considerations
Work Experience
partner managing director wealth manager for perspective wealth of steward partners
Senior Vice President, Wealth Manger
Financial Services
Leah Schwarz, CFP®, WMS™, CRPC®, MBA's Professional Milestones
- Financial Advisor (2010-01-01~2018-01-01): Provided strategic financial guidance and guidance, enhancing client satisfaction and ensuring financial well-being.
- Vice President Of Investments (2018-09-01~2022-06-01): Expanding investment portfolios to achieve significant returns and expand market reach.
Education
Skill
Strategic Planning
Budgets
Powerpoint
Outlook
Microsoft Excel
Customer Service
Public Speaking
Microsoft Office
Microsoft Word
English
Windows
Research
Teaching
Photoshop
Html
Certification
Colleagues
Jeani Winterbourne
Chief Service Strategy Officer | Steward Partners Global Advisory President | Chief Operating Officer Investment Solutions
Jeani Winterbourne
Chief Service Strategy Officer | Steward Partners Global Advisory President | Chief Operating Officer Investment Solutions
Todd Michael Hoffman, CFP®, CPM®
hoffman private wealth group founder steward partners global advisory executive managing director & senior portfolio management director
Frank McDonnell
Chief Product Officer
Hy Saporta
President | Chief Operating Officer | Co-Founder
Other Named Leah Schwarz, CFP®, WMS™, CRPC®, MBA
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Leah Schwarz, CFP®, WMS™, CRPC®, MBA's social media include: Linkedin,
Leah Schwarz, CFP®, WMS™, CRPC®, MBA works for Steward Partners Global Advisory
Leah Schwarz, CFP®, WMS™, CRPC®, MBA's role in Steward Partners Global Advisory is partner managing director wealth manager for perspective wealth of steward partners
Leah Schwarz, CFP®, WMS™, CRPC®, MBA works in the industry of Financial Services
Leah Schwarz, CFP®, WMS™, CRPC®, MBA's colleagues are Jeani Winterbourne,Jeani Winterbourne,Todd Michael Hoffman, CFP®, CPM®
Leah Schwarz, CFP®, WMS™, CRPC®, MBA's latest job experience is partner managing director wealth manager for perspective wealth of steward partners at Steward Partners Global Advisory
Leah Schwarz, CFP®, WMS™, CRPC®, MBA's latest education in The University of Texas at San Antonio
