Matthew Schwarz is a Wealth Management Advisor with Merrill Lynch. He is a graduate of the University of Colorado at Boulder with a degree in Business Management and has also earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification.
Originally from Southern California, Matthew began his career in banking and investments in 2006 and joined Merrill Lynch Wealth Management in 2010. Matthew develops and tailors wealth management strategies to each client’s particular circumstances and goals.
Matthew has been an integral part of our WeCareJax board since 2021 and we are grateful for his continued service and dedication to health equity in Duval County!