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Walter S. Schwartz

Managing Director - Investments

Merrill Lynch & Co. Inc

Direct Phone: (216) ***-****       

Email: w***@***.com

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Merrill Lynch & Co. Inc

4 World Financial Center

New York, New York 10080

United States

Company Description

Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies with offices in 40 countries and territories and total client assets of almost $2 trillion. As an investment bank, it is a leading global trader and unde ... more

Find other employees at this company (37,286)

Background Information


Member, Planned Giving Committee
Cleveland Museum of Art

Anti-Defamation League

United Way Advisory Council

The Montefiore Foundation

Hawken School

Web References (5 Total References)

Nearly 600 people attend Flashes of Hope fundraiser - Flashes of Hope [cached]

Walter Schwartz, Merrill Lynch

Cleveland Jewish -- News [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. | Renew Your Resolve [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.

Welcome to, the Internet home of Montefiore. [cached]

Walter Schwartz

Montefiore’s Professional Advisors | [cached]

Walter S. Schwartz, Managing Director Merrill Lynch

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