fdscmo@rit.edu (Felicia Swartzenberg)
Thursday, June 20, 2019 - 7:35pm
Alumna recognized on ‘Forbes’ Top Women Wealth Advisors List

For the third consecutive year, wealth management adviser Fern (Grossman) Schwartz ’77 (business administration) has been featured on the Forbes list of “America’s Top Women Wealth Advisors” for 2019.

The business magazine compiles this annual list to feature the leading 250 female financial advisors in the United States based on their success with helping clients reach their financial goals. Schwartz has been with Merrill for 36 years and is one of 65 advisors from the firm to be named to the list, making it the firm with the highest number of Forbes recognized advisors.

As senior vice president and wealth management advisor for the Schwartz Group at Merrill, Schwartz has fostered a successful career helping families pursue their individual wealth needs. While working at Merrill, she has received multiple recognitions from the firm for her dedicated service.

For Schwartz, being a wealth advisor isn’t just about handling finances, it’s about helping people find solutions. She explained that she loves helping people and being able to do that through her job, and being recognized as one of the best in her field on the “Top Women Wealth Advisors” Forbes list, is an honor.

“For the past 36 years, I have grown up with my clients and their families through all life stages. I love that I am often considered a member of the family, and can tell that I’ve touched their lives and have been able to make an impact,” said Schwartz. “I really can’t imagine doing anything else. I have a great team and we all enjoy the work that we do each day – and we’re able to laugh and have fun while doing it.”

To see the list, go to https://www.forbes.com/top-women-advisors/#27bd5dde51f4.

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