Adam D. Schwartz


    Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

    Languages: English

    Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    I have a BA in Communication from the University of Michigan in Ann Arbor, Michigan and a Masters in Nonprofit Organizations from Case Western Reserve University in Cleveland, Ohio. I have been a MDRT (Million Dollar Round Table) member since 2018 and was with ALISON-Simplify the Chaos of Wealth agency for almost 6 years prior to coming to MassMutual South Texas. I have served as the president, president-elect and vice president of communication and board member of the Association of Fundraising Professionals - San Antonio chapter. I also served as a board member for DeNovo Foundation, Torah Academy of San Antonio and the Jewish Family Services of San Antonio. I am a die-hard fan of all Cleveland and University of Michigan sports teams.  I have 4 children, the oldest of whom was married in January 2019.

    Education

    University of Michigan
    Case Western Reserve University

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    MassMutual South Texas

    Main Office

    10101 Reunion Place One Union Square, Suite 300
    San Antonio, TX 78216-4157

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    CRN202008-234829