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This profile was last updated on 11/7/12  and contains information from public web pages and contributions from the ZoomInfo community.

Walter S. Schwartz

Wrong Walter S. Schwartz?

Wealth Management Advisor

Local Address: Pepper Pike, Ohio, United States
Merrill Lynch & Co. Inc
4 World Financial Ctr
New York, New York 10080
United States

Company Description: Merrill Lynch & Co., Inc. together with its subsidiaries, provide investment, financing, insurance, and related services to individuals and institutions on a global...   more
Background

Employment History

Board Memberships and Affiliations

Web References
Cleveland Jewish News.com -- News
www.clevelandjewishnews.com, 2 July 2004 [cached]
They are: Sheryl Berman, Judi Feniger, Barbara Greenberg, James Meltzer, Dr. Leatrice Rabinsky, Jeffrey Rusnak, Walter Schwartz and Dr. Paul Tolchinsky.
...
Walter Schwartz is chief investment strategist and relationship manager for premier clients for the Pepper Pike Group of Merrill Lynch.He is a past board chairman of Council Gardens and a past trustee of Montefiore and Hawken School, where he established its investment course offering.A trustee of the Anti-Defamation League, Schwartz is active with the Jewish Community Federation of Cleveland, is a member of the United Way Advisory Council, and serves on the planned giving committee for the Cleveland Museum of Art.
Montefiore’s Professional Advisors |
www.montefiorecare.org, 4 Dec 2012 [cached]
Walter S. Schwartz, Managing Director Merrill Lynch
Welcome to Montefiorecare.org, the Internet home of Montefiore.
www.montefiorecare.org, 27 July 2008 [cached]
Walter Schwartz
Walter Schwartz, ...
flashesofhope.org, 10 Oct 2006 [cached]
Walter Schwartz, Merrill Lynch
OhioMagazine.com | Renew Your Resolve
www.ohiomagazine.com, 20 April 2001 [cached]
Walter Schwartz , senior_vice_president_of_investments for Merrill_Lynch in Pepper Pike , says people often fail to save money because they do not have a plan.It's like driving from Cleveland to San_Francisco , he says.If you don't have a map , you can't get there. While setting goals may be a wonderful idea , if you don't develop the discipline and follow through with the attempt to save , it doesn't work.That , too , involves defining some specific steps.
For_instance , people with 401 ( k ) and IRA plans should attempt to maximize their contributions by having their savings taken directly from their paycheck.Says Schwartz , It's a discipline that is created by a signature , and it is truly a concept that requires you to pay yourself first. A person's ability to save is becoming increasingly important as people in our society spend more years in retirement than ever before.During those years , inflation has a huge impact on a person's lifestyle , and additional retirement income is needed to offset that effect.
But it's not a one-day event , says Schwartz.People should develop a relationship with a financial professional , someone who will stress the discipline required to save more and to spend less.The plan must be reviewed periodically , using smaller , more meaningful steps that increase the likelihood of achieving the goal.
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