Scott Swartz

Planning Coordinator

After studying and earning my degree at the University of Miami in Florida, I spent a decade working in Los Angeles in the film and commercial space. I have since taken my economic acumen from balancing film budgets to working with financial planning professionals. As someone who grew up and around the industry, I understand that each and every business and individual has a different situation that is unique to them. With a long background in sales, I appreciate working with clients from all different walks of life, and I relish the opportunity to meet new people and work with different businesses. I look forward to working with you.

• Bachelor Degree in Communications from University of Miami (FL)
• CPFA – Certified Plan Fiduciary Advisor

    Member of National Association of Plan Advisors

Scott Swartz is registered with Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), and provides support services only.