Notable Financial Advisor Hire:
Edward Jones Welcomes Experienced Financial Advisor
Karl Schwartz Departs $3B team to Join Edward Jones for Practice Model and Holistic Support
Edward Jones is pleased to welcome experienced Financial Advisor Karl Schwartz. With more than 27 years of experience in financial services, Schwartz will continue to serve clients with comprehensive planning and advice in the Bloomfield, MI area.
Schwartz, who previously was part of a team managing more than $3 billion in client assets including high-net-worth individuals, looks forward to joining the firm and being a part of Edward Jones’ culture of support, flexibility and choice that will allow him to continue building meaningful relationships with clients.
“What drew me to Edward Jones was its practice model and commitment to supporting its financial advisors holistically.”
Karl Schwartz, Financial Advisor
“What drew me to Edward Jones was its practice model and commitment to supporting its financial advisors holistically,” said Schwartz. “The flexibility, autonomy and choice the firm offers as part of its integrated, signature experience gives me the opportunity to continue providing my clients the individualized attention they deserve.”
Schwartz joins Edward Jones from Merrill Lynch where he spent two years, focusing in investment management, asset allocation and retirement planning strategies.
Schwartz will be joined by branch office administrator Heather Neph and supported by Edward Jones’ home office professionals and technology.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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