Darren Schwartz
,
Managing Director, Senior Financial Advisor
2815 Townsgate Road
Westlake Village, CA 91361
805.381.1477
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Darren Schwartz is a Senior Financial Advisor and Managing Director with the Merrill Lynch Wealth Management Group. Darren and his professional team strive to enhance your wealth to meet important financial objectives and conserve your assets by utilizing appropriate risk management techniques determined by your unique situation. Darren is able to work with your outside advisors to help develop a well-rounded and effective plan that allows for wealth to be acquired, maintained, and passed on to children and/or philanthropic entities. Darren utilizes Merrill specialists, including a portfolio manager, investment specialist, trust and estate specialist, and life insurance specialist. He also has access to Bank of America banking specialists. These internal specialists help create customized strategies to help you meet your financial objectives.

Since 2003, Darren has been helping investors create and preserve wealth. With the ability to provide world-class Merrill research and analysis for individuals and families, he started working with the Merrill Private Wealth Management Group in 2008. In 2012, Darren earned the CRPC, Chartered Retirement Planning CounselorTM designation awarded by The College for Financial Planning Institutes Corp. Then in 2018, Darren earned the CPFA, Certified Plan Fiduciary Advisor® designation awarded by the National Association of Plan Advisors (an affiliate of the American Retirement Association). 

Darren was named Forbes' "Best-In-State Wealth Advisors" in 2023, 2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

In addition, Darren currently holds his Series 7 and Series 66 FINRA registrations as well as his Life & Health Insurance Licenses.  

Darren Schwartz is a native of Southern California and lives with his wife and two children in the Los Angeles area.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. 

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

*Merrill Life Agency's California License Number 0522776 

*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Merrill

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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Darren Schwartz is registered to do business in AZ, CA, CO, CT, FL, IL, MA, NC, NV, OH, OK, OR, SD, TN, TX, UT, VA, VT, WA.