Financial Planners

Ben Schwartz

CFP®, AIF®

Senior Wealth Manager

Email: ben@plancorp.com |  Phone: (636) 532-7824 |  Connect on Linkedin

Schedule a Consultation Take Financial Assessment

Ben Schwartz

CFP®, AIF®

Senior Wealth Manager

Email: ben@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin

Schedule a Consultation Take Financial Assessment
Biography

Ben brought with him several years of experience in investment management and financial planning when he arrived at Plancorp in 2013. Ben’s immersion in the industry gives him the insight necessary to determine customized and thoughtful solutions for each of his clients. Born in Denmark, Ben was raised primarily in North Carolina after his family moved to the U.S. at the age of 4.

He graduated Cum Laude from NC State University with a degree in Business Management, and while having never lived in the Midwest, he eventually migrated to St. Louis.

In his free time, Ben enjoys traveling, exercising and eating good food. He also has a strong passion and a deep knowledge of a variety of genres of music

Awards and recognitions
  • Quoted in the Wall Street Journal and U.S. News & World Report
  • Secretary of Plancorp’s Financial Planning Committee.
Education
  • North Carolina State University, Business Management