Ben Schwartz portrait

St. Louis, MO

Ben Schwartz

CFP®, AIF®

Senior Wealth Manager

Team Member Details

About Me

Ben joined Plancorp in 2013 after having worked in a variety of roles within the financial services industry. He has spent his time at Plancorp developing relationships with clients and helping them with every financial aspect of their lives. Ben is also a voting member of Plancorp's Financial Planning Committee, setting policies and best practices for other advisors within the company.

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 from NC to St. Louis. In 2024, Ben relocated to Chicago, living in the River North area of the city.  Despite his new residence, he continues to serve St. Louis clients and frequently travels to Plancorp’s St. Louis office.

In his spare time, Ben enjoys jogging, bicycling, playing pickleball, and trying new restaurants. He also has a strong passion and a deep knowledge of a variety of genres of music. 

Education

  • North Carolina State University, Business Management

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