Broker Check
Steven Schwartz

Steven Schwartz

Financial Advisor

steven.schwartz@lpl.com

Steve began his financial advisor career in 2005. He currently holds the Series 7, 63, and 66 securities licenses through LPL Financial as well as various insurance licenses.

As a financial advisor, Steve focuses on top level service to clients. His specialty is educational aspects of sound investment principles and portfolio construction. Focusing on each client's individual needs is his main objective and he enjoys long-term relationships with his clients based on integrity and dependability. 

Steve and his wife Jolene reside in Jackson County and have 2 children and 4 grandchildren. They have been active in their home church for the past 30 years and each serve in various capacities in their free time. Steve and Jolene also enjoy maintaining their farm and equine hobby, as well as activities that involve their grandchildren in their community.