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We get to know you and your family, your financial situation and what matters most to you.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Darren Schwartz is a Senior Financial Advisor and Managing Director with the Merrill Lynch Wealth Management Group. Darren and his professional team strive to enhance your wealth to meet important financial objectives and conserve your assets by utilizing appropriate risk management techniques determined by your unique situation. Darren is able to work with your outside advisors to help develop a well-rounded and effective plan that allows for wealth to be acquired, maintained, and passed on to children and/or philanthropic entities. Darren utilizes Merrill specialists, including a portfolio manager, investment specialist, trust and estate specialist, and life insurance specialist. He also has access to Bank of America banking specialists. These internal specialists help create customized strategies to help you meet your financial objectives.
Since 2003, Darren has been helping investors create and preserve wealth. With the ability to provide world-class Merrill research and analysis for individuals and families, he started working with the Merrill Private Wealth Management Group in 2008. In 2012, Darren earned the CRPC, Chartered Retirement Planning Counselor designation awarded by The College for Financial Planning Institutes Corp. Then in 2018, Darren earned the CPFA, Certified Plan Fiduciary Advisor designation awarded by the National Association of Plan Advisors (an affiliate of the American Retirement Association).
Darren was named Forbes' "Best-In-State Wealth Advisors" in 2023 (published on April 4, 2023. Rankings based on data as of June 30,2022).
In addition, Darren currently holds his Series 7 and Series 66 FINRA registrations as well as his Life & Health Insurance Licenses.
Darren Schwartz is a native of Southern California and lives with his wife and two children in the Los Angeles area.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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