Greg Schwartz III works as an Investment Advisor at Schwartz & Co. His primary focus is supporting the Institutional Services Group’s retirement plan participants and providing wealth management and financial planning services to individuals and families.
He began his career in financial services at AXA Advisors, where he worked on a comprehensive financial planning team. During his time at AXA, he also spent time deepening his understanding of insurance products in conjunction with non-qualified retirement plans and executive benefits.
Greg received his Bachelor of Science degree in Finance from Oakland University. He is also a graduate of Seaholm High School. He holds his Series 7, 63, 65, Health and Life, and Variable Annuities Licenses. In March of 2019, he also passed the CFP® exam.
Greg currently resides in Royal Oak, MI, and in his spare time is an avid golfer and Detroit sports enthusiast.