Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Loren Schwartz is a Senior Financial Advisor with over 20 years of experience in the Financial Services Industry. Based in Waco, Texas, her focus is on forming long-term relationships and assisting clients with all aspects of their financial lives. Loren has earned the CERTIFIED FINANCIAL PLANNER ™(CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Financial Consultant® (ChFC®) designation and the Chartered Life Underwriter® (CLU®) designation. She holds a Master's of Business Administration from Georgia State University in Atlanta, Georgia and a Bachelors of Arts from the University Of Alabama.
Loren works with small business owners, retirees, attorneys and physicians who seek individualized services designed to help reach their financial goals based upon the clients own risk tolerance, time horizon and liquidity needs. From professional portfolio management to the recommendation of appropriate insurance products, Loren will present strategies that help obtain measurable results.
Please call or email Loren Schwartz to schedule a complete and confidential financial analysis.|Loren is also committed to volunteer work in the greater Waco community. She is the current Chairperson of the Greater Waco Chamber of Commerce and serves as an Advisor to the Teen Leadership Waco Program. She is a past Board Chairperson of The American Heart Association and led three sell-out Go Red for Women Luncheons in 2015, 2016 and 2017. She also participates in The Waco Cotton Palace annual presentation.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Second Disclosure: Chartered Financial Consultant® and the ChFC® and The Chartered Life Underwriter® and CLU® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Georgia State University
University of Alabama
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.