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2015-01-12T00:00:00.000Z

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Wrong Walter Schwartz?

Walter Schwartz S.

Senior Vice President-Investments

Merrill Lynch & Co. Inc

Direct Phone: (216) ***-****       

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

Merrill Lynch & Co. Inc

4 World Financial Center 250 Vesey Street

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 basis through its broker, dealer, banking, and other financial services subsidiaries. The ... more

Find other employees at this company (36,808)

Background Information

Employment History

Relationship Manager for Premier Clients for the Pepper Pike Group
Merrill Lynch & Co. Inc

Board Chairman
Council Gardens

Affiliations

Wealth Management Advisor
Merrill Lynch & Co. Inc

Professional Advisor
The Montefiore Foundation

Trustee
The Montefiore Foundation

Trustee
Anti-Defamation League

Trustee
Hawken School

Trustee
Montefiore

Web References (5 Total References)


Cleveland Jewish News.com -- News

www.clevelandjewishnews.com [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 [cached]

Walter S. Schwartz, Managing Director Merrill Lynch


Welcome to Montefiorecare.org, the Internet home of Montefiore.

www.montefiorecare.org [cached]

Walter Schwartz


Nearly 600 people attend Flashes of Hope fundraiser - Flashes of Hope

flashesofhope.org [cached]

Walter Schwartz, Merrill Lynch


OhioMagazine.com | Renew Your Resolve

www.ohiomagazine.com [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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