Dan Schwartz, CFP®

Wealth Advisor


Frontier Investment Management Dan Schwartz headshot


Dan joined Frontier as a wealth advisor in 2021. He works directly with clients to develop and implement customized financial plans. Dan received his CERTIFIED FINANCIAL PLANNER® designation in 2017.
Prior to Frontier, Dan spent a decade working at Merrill, most recently in the affluent Park Cities neighborhood in Dallas, Texas. There he received recognition for his performance by finishing in the top 5% of the company and being a part of the firm’s Pinnacle Club program for 2017, 2018 and 2019. 
Dan received his Bachelor of Science in Finance from the University of Florida. He holds FINRA Series 7, 66 and state insurance licenses. In his free time, he enjoys traveling, playing tennis, golf, chess and rooting for his hometown Tampa Bay Buccaneers.

“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." 


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