Dan Schwartz

CFP^®

Wealth Advisor

Dan joined Hightower Signature Wealth (formerly known as Frontier) in 2021 as a wealth advisor. He works directly with clients to develop and implement customized financial plans. Dan received his CERTIFIED FINANCIAL PLANNER® certification in 2017.

Prior to joining Hightower Signature Wealth, Dan spent a decade working at Merrill Lynch, most recently in the affluent Park Cities neighborhood in Dallas, Texas. There, he received recognition for his performance by finishing in the top 5% of the company and being a part of the firm’s Pinnacle Club program for 2017, 2018, and 2019.

Dan received his bachelor’s degree in science in finance from the University of Florida. He holds FINRA Series 7, 66, and state insurance licenses. In his free time, he enjoys traveling, playing tennis, golf, chess, and rooting for his hometown Tampa Bay Buccaneers.