Pauline Schwartz

Pauline and her team are dedicated to providing clients with support as they navigate financial milestones. With a focus on wealth planning, Pauline works with clients to develop strategies to achieve personal goals, while helping mitigate downside risk. The life cycle planning approach includes assessing net worth and identifying goals such as: buying a home or second home, providing for education, pursuing travel and leisure, planning for retirement, charitable giving, managing or transitioning a business, and legacy planning. Pauline can provide access to Wells Fargo banking and affiliates. For tax-sensitive investing and estate planning strategies, Pauline works with experienced professionals in those areas so that clients get full service from one dedicated team. Pauline graduated from The Elliott School of International Affairs at The George Washington University, where she earned a Bachelor of Arts degree with dual concentrations in International Economics and Russia and Eastern Europe. Pauline also pursued two secondary focuses on Economics and History. Pauline's experience includes working at Bloomberg, where she provided investment solutions based on individual client strategies in English, French and Spanish and conducted tailored seminars for large groups of clients. She also started her own recruiting business to take advantage of the extra time awarded to her as her young daughters were becoming more independent. Pauline also served one term as President of the Dix Hills Jewish Center, a volunteer position where client service, collaboration and integrity were paramount.