David B. Schwartz, CFP®

David B. Schwartz, CFP®

First Vice President – Financial Advisor | Senior Portfolio Manager @ RBC Wealth Management

About

The Sullivan Group at RBC Wealth Management ▪︎ First Vice President ▪︎ Financial Advisor | Senior Portfolio Manager ▪︎ CERTIFIED FINANCIAL PLANNER™ Professional ▪︎ University of Pittsburgh, Class of 2015 ▪︎ Duquesne University Palumbo Donahue School of Business, Executive Certificate - Financial Planning 2018 ▪︎ Pittsburgh's 50 Finest Class of 2022 ▪︎ Pittsburgh's 50 Finest Committee Member 2023 - Present Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Country

United States

City

Pittsburgh

Industry

Financial Services

Skill

-

Experience

RBC Wealth Management

First Vice President – Financial Advisor | Senior Portfolio Manager

RBC Wealth Management

LinkedIn
2019-9 - Present · 7 yrs 1 mo

Pittsburgh, Pennsylvania, United States

Financial Advisor | The Sullivan Group

RBC Wealth Management

Associate Financial Advisor

RBC Wealth Management

LinkedIn
2019-7 - 2019-9 · 3 mos

Pittsburgh, Pennsylvania, United States

RBC Wealth Management's AFA Program

RBC Wealth Management

Registered Client Associate

RBC Wealth Management

LinkedIn
2016-10 - 2019-7 · 2 yrs 10 mos

Pittsburgh, Pennsylvania, United States

RBC Wealth Management

Client Associate

RBC Wealth Management

LinkedIn
2014-10 - 2016-10 · 2 yrs 1 mo

Pittsburgh, Pennsylvania, United States

Education

University of Pittsburgh School of Business

University of Pittsburgh School of Business

LinkedIn

Finance, General

2012 - 2015 · 3 yrs
Duquesne University Palumbo Donahue School of Business

Duquesne University Palumbo Donahue School of Business

LinkedIn

Financial Planning

2017 - 2018 · 1 yr

Executive Certificate in Financial Planning

David B. Schwartz, CFP®'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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