Broker Check
Michael Schwartz

Michael Schwartz

Financial Advisor

Upon graduation from Duke University in 2006, Mike started his career with AXA Advisors, LLC. While learning under the tutelage of two advanced planning advisors with over 60 years of experience, he began to realize that the corporate financial planning world was not for him. In 2011, Mike transitioned his clients and his practice to Northeast Financial Network. Since then, he has continued to grow his team, client base, and experience, bringing on an executive assistant in 2012, and two junior advisors and para-planning associates in 2015, as adding a third in 2018.

Mike has been recognized many times for his work and experience. He has earned firm level and national awards for the quality of his client service, and has achieved the highest levels of recognition in his field. Since 2014, he has been a part of his firm's mentoring team and faculty, helping new advisors learn and grow their career. In 2018, Mike was selected as Northeast Financial Network's Wealth Steps® professional, providing financial wellness workshops and educational seminars. Most importantly, Mike consistently receives the highest marks from his clients for the value he creates to help them find their financial success, as well as the high level of care and detail his team provides.

Outside of his firm, Mike is an often sought out speaker on various financial topics. He enjoys sharing and learning with members of his community, as well as with others in the financial services field, including investment managers, insurance agents, attorneys, and accountants. As part of a national study group, Mike collaborates with the a group of highly dedicated advisors across the nation, in order to continue to learn and improve his work for his clients.

Mike currently lives in Bernardsville, New Jersey, with his wife, Kasey, and two children, Sadie and Henry. He and his wife are both graduates of Duke University, and they remain active in the Alumni Association both locally and on a national level. He enjoys giving back to support Duke community service and global initiatives. Mike is a proud member and leader within the Duke Alumni Leadership Development program, Duke Global Entrepreneurship Network, and Iron Dukes. When relaxing, Michael can be found on the golf course, or more likely, spending quality time at home with his family!

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Northeast Financial Network is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OG92396, AR Insurance License #9747941