Andrew Schwartz in

Andrew Schwartz

Critic · DISC type C
Partner at Madison Planning Group
📍 Raleigh, North Carolina, United States

Andrew Schwartz is a Managing Partner at Madison Planning Group, specializing in custom financial strategies, retirement planning, and tax guidance for business owners. He holds Series 7, 24, and 66 securities licenses and earned a business degree from the University of Denver.

Outside of finance, Andrew is deeply committed to addiction recovery causes. He serves on the NY Advisory Board for Caron Treatment Centers and participates in endurance events, like running from Santa Monica to Las Vegas, to raise funds for the Release Recovery Foundation.

He participated in "The Speed Project, " a 340-mile relay race from Santa Monica to Las Vegas, to raise over $50, 000 for addiction treatment scholarships.

Read the full overview →
Experience
12 Years
Current Role
Partner
Location
Raleigh, North Carolina, United States
Personality Overview

How Andrew shows up

Critic
Precise
Information Seeker

They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Andrew cares about

Addiction Recovery Support
Serves on the NY Advisory Board for Caron Treatment Centers and raises money for the Release Recovery Foundation to fund treatment for those who cannot afford it.
Charitable Fundraising
Actively raises money for causes he supports, including completing a 340-mile run that raised over $50, 000 for recovery scholarships.
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Career

Work history

1-2021
Partner
Madison Planning Group
1-2020
NY Advisory board member
Caron Treatment Centers
5-2014 - 1-2021
Financial Planner- Vice President
Madison Planning Group
9-2012 - 6-2014
Advisor Support Analyst
Royal Alliance Associates INC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2009 - 2011
Bachelor of science in Business Administration
University of Denver - Daniels College of Business
2002 - 2006
Small Business Administration/Management
Yorktown High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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