Bill Schwartz, CPA, CFP®, Board Director

Bill Schwartz, CPA, CFP®, Board Director
Managing Director, Co-Chief Investment Officer, Principal
301.339.6110

Specific experience

  • Owner at Highline Wealth Management
  • Vice President – Wealth Management Advisor at Merrill Lynch
  • Senior Manager – Tax at Arthur Andersen LLC

Industry involvement

  • Certified Public Accountant
  • CFP® professional
  • Board Member, R.B. Pamplin College of Business Advisory Council at Virginia Tech
  • Board Member, Accounting & Information Systems Advisory Council at Virginia Tech
  • Member, American Institute of Certified Public Accountants
  • Member, Financial Planning Association
  • Fellow member, Virginia Society of Certified Public Accountants

Education

Virginia Polytechnic Institute and State University

BS, Accounting

 

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.