Senior Vice President
Boca Raton, FL
“My goal is to provide clients with investments that will continually generate income and meet their financial needs.”
Steve Schwartz has always been focused on information. Prior to his career at HJ Sims, he worked as a newspaper boy, college professor and information technology specialist. Today, he applies all of the experience he’s gained during his many years in the fixed income business toward helping clients preserve their assets and reach their financial goals. “You can’t know too much about the people you’re working with,” Steve says, “the more you know about a client’s needs and aspirations, the better investment advice you can give.”
Steve believes in the power of compounding interest to build wealth and he sees fixed income investments as the best way to get there. “Being income-oriented may seem conservative,” he notes, “but it frees my clients from being exposed to the wild fluctuations of the equity markets.”
Steve is proud of the strong ties he’s established with his clients and appreciates the fact that many have recommended him to their friends and family. In many cases, he’s now advising two generations of the same family.