• Dennis Schwartz, WMS

    Managing Director

    Senior Vice Presidents, Investments

Dennis Schwartz uses more than 21 years of investment advisory experience to help each one of his clients pursue their unique financial goals. A former vice president with McDonald Investments, Dennis joined Raymond James & Associates as a first vice president of investments in 2005.

Dennis attended The City College of The City University of New York and earned an executive certificate in financial planning from John Carroll University. In addition, he holds the wealth management specialist designation and is a member of the Financial Planning Association.

An active member of the business and civic community, Dennis has lectured on behalf of the Case Western University School of Medicine, The Academy of Medicine of Cleveland, the Council of Smaller Enterprises and numerous other organizations. He is also vice president of development for the Cleveland Music School Settlement and a member of The Cleveland Orchestra’s corporate partner committee.

Dennis resides in Highland Heights with his wife, Marcy, and enjoys music, golf and reading in his spare time.

  • 21 years of investment advisory experience
  • Vice President with McDonald Investments before joining Raymond James in 2005
  • Attended The City College of The City University of New York and holds an Executive Certificate in Financial Planning from John Carroll University
  • Member of The Financial Planning Association
  • Member of The Society of Financial Service Professionals
  • Member of The Estate Planning Council of Cleveland
  • An active member of the business and civic community, Dennis has lectured on behalf of the Case Western Reserve University School of Medicine; The Academy of Medicine of Cleveland; The Council of Smaller Enterprises; and numerous other organizations.
  • Past Chairman of the Board of Trustees of The Cleveland Music School Settlement, and now serves as Chair of Development Committee
  • Member of the Corporate Partner Committee – The Cleveland Orchestra
  • University Hospitals – Diamond Advisory Council
  • University Hospitals – Ear, Nose and Throat Advisory Council
  • Montefiore Foundation – Vice Chair

chairmans council

Chairman's Council membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.