Scott Schwartz is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 40 years of experience. He is also a sought-after speaker who has lectured nationally to financial service professionals and has appeared in numerous major media regarding financial issues. He has been included in Forbes list of Best-in-State Wealth Advisors, NJ from 2018-2023. He was also included in the Financial Times Top 400 Financial Advisors in 2019.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.
With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.
Kevoi Walters
CFA
Kevoi joined the firm in 2009 and currently serves as a senior investment research and planning analyst. He is responsible for managing and reviewing multi-asset portfolios for the firmâs clients and works closely with prospects by analyzing portfolios and assisting with the implementation of customized investment solutions.
Kevoi received his BA in Mathematics and minor in Economics from Caldwell University. His FINRA Series 7 and Series 63 registrations are held at LPL Financial. Kevoi is a CFA charter holder and a member of the New York Society of Security Analysts (NYSSA).
Bobby Schwartz
Christopher Gorab
Mary Greenberg
Karen Orosz
General Information |
| Firm Start Year: | 1985 | |
| No. of Employees: | 100-499 | |
| Insurance License#: | 613500 |
| Number of Years with Current Firm: | 40 |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Insurance Products & Annuities |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Bonds, Options & Futures, Commodities, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Accident, Annuity, Health, Life, Long Term Care, Variable Life, Variable Annuity |
Firm Information |
| Assets Managed by Firm: | 7,454,388,626 |
| Assets Managed by Advisor: | $607,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets |
Education |
| Bachelor of Science - Finance | Rowan University
09/1980-05/1984 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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