Barry Schwartz
About Barry Schwartz
Barry Schwartz serves as the Senior Vice President of Wealth Management at UBS Financial Services, Inc., where he has worked since 2013. He has over a decade of experience in wealth management and a strong background in sales and business development, particularly from his 30 years at Nationwide Financial.
Work at UBS
Barry Schwartz has been serving as Senior Vice President in Wealth Management at UBS Financial Services, Inc. since 2013. His role involves managing client relationships and providing financial advice tailored to individual needs. Schwartz has accumulated over a decade of experience in wealth management during his tenure at UBS, focusing on the Miami/Fort Lauderdale area.
Previous Experience in Wealth Management
Before joining UBS, Barry Schwartz worked at Bernstein Global Wealth Management as Vice President and Financial Advisor from 2008 to 2013. In this role, he developed strategies for wealth accumulation and preservation, enhancing his expertise in the financial advisory field.
Background in Sales and Business Development
Barry Schwartz has a strong foundation in sales and business development, having spent 30 years at Nationwide Financial. He held the position of VP Sales/Business Development from 1976 to 2006, where he was responsible for driving sales initiatives and expanding business opportunities.
Education and Expertise
Barry Schwartz studied at the University of Cincinnati, where he earned a Bachelor of Arts degree in Economics. His educational background, combined with his extensive experience in financial services, has equipped him with the skills necessary for effective wealth management.
Experience in the Miami/Fort Lauderdale Area
Since 2008, Barry Schwartz has been actively contributing to the financial services sector in the Miami/Fort Lauderdale area. His local expertise has allowed him to build strong relationships with clients and understand the unique financial needs of the community.