Financial Advisor, Merrill Lynch

Milton Schwartz

Assoc Res Director


108 N. MAIN STREET
SUMTER, SC 29150

Phone: (803) 9385022
Email:

Directions to Branch

PROFESSIONAL PROFILE

Milton Schwartz
Senior Vice President-Wealth Management
Associate Resident Director



With over 25 years of experience, Milton is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies.

Milton joined Merrill Lynch in 2000 after 13 years with A.G. Edwards. His goal is to be the very best in his field by working with families, individuals, investors, and business owners in the development of their long term financial strategies.

With access to specialists with various areas of experience; Milton offers clients a wide range of services, including, but not limited to: portfolio development, liability management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime retirement income stream.

A native of Sumter, South Carolina, he and his wife, Caren have 3 sons; Hughes 24, Reid 21, and Grier 15. Milton graduated from Clemson University in 1983 with a Bachelor’s of Science degree in Administrative Management. Milton is very involved in the community and had served on the executive leadership team for the American Heart Association.He is on the YMCA Board and also serves on USC Educational Foundation Local Partnership Board. He is a member of Trinity United Methodist Church where he teaches Sunday School and also serves on the Board of Directors at Wilson Hall, his alma mater.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com

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Milton Schwartz is registered to do business in:AK, AL, AZ, CA, CO, FL, GA, IL, KY, LA, MI, MO, MS, NC, NJ, PA, SC, TN, TX, VA, WA

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