Henrique Cataldi

Martin Schwartz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1983, providing guidance and support to multiple generations of clients. His approach is centered on connecting clients with tailored plans and processes to help them pursue personal financial goals, including college education planning, retirement income, and tax minimization. With expertise spanning managing new wealth, portfolio management, socially responsible investing, and addressing complex life transitions such as retirement and loss of a loved one, Martin works alongside his team to deliver comprehensive wealth planning. He emphasizes simplifying investment complexities and collaborating with clients’ CPAs and attorneys to coordinate tax-minimization and estate planning strategies. His client base includes entrepreneurs, medical professionals, educators, attorneys, retirees, and multi-generational families. Martin earned a Bachelor’s degree from the University of Michigan and holds the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He resides on Long Island, New York, with his spouse and is involved in his community through a longstanding affiliation with the Five Towns Kiwanis Club, where he has served as Past President and Treasurer Emeritus. Outside of work, Martin enjoys baseball, football, golf, ice hockey, reading, and spending time with his family.