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Ben Schwartz

CFP®, AIF®

Senior Wealth Manager

Ben Schwartz

CFP®, AIF®

Senior Wealth Manager

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. Not long after graduation, he met his now-wife Megan while living in Charlotte, and the two of them eventually migrated to her home town of 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.
Community Involvement
  • Advisory Board – Youth & Family Services
Education
  • North Carolina State University, Business Management

Insights

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My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize most of us anymore.

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Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences. 

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