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Bill Schwartz, CPA, CFP®

Managing Director & Principal, Wealth Advisory

301.339.6110 | bill.schwartz@belr.com

Mr. Schwartz is the Managing Director for the Washington, D.C. office, a member of the Bronfman Rothschild Board of Directors, and a member of the Investment Committee. He has extensive experience in developing individual tax, investment, and financial planning strategies. Bill has lectured to large employee groups and has been quoted in financial publications as well as The Washington Post. He is a member of AICPA, VSCPA, and the Financial Planning Association. In his free time, Bill stays involved with his alma mater by serving on the Advisory Councils of Virginia Tech’s Pamplin College of Business and Accounting & Information Systems department.

Previous Experience

  • Managing Director & Principal 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 Polytechnic Institute and State University
  • Board Member, Accounting & Information Systems Advisory Council at Virginia Polytechnic Institute and State University
  • Member, American Institute of Certified Public Accountants
  • Member, Financial Planning Association
  • Fellow Member, Virginia Society of Certified Public Accountants
  • Board Member, CFP® Board Business Model Council

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.