PJ Schwarz

PJ Schwarz

Formal First Name
Patrick (PJ)

Patrick J Schwarz, CFP®, Managing Director, Private Wealth Advisor, and Family Wealth Director of The Gully/Schwarz Group at Morgan Stanley, has been in the financial services industry for over 27 years. He provides extensive knowledge to address every financial and generational challenge, and organizes, monitors, and regularly updates his clients' plans to address complex financial, family and estate needs. Prior to his financial services career, he served in the United States Navy. PJ is also highly involved in the community by leading the Advisory Board for NY CYO youth sports, which serves 28,000 children.

Professional Experience

Academic History

Awards and Recognitions

  • Barron's Top 1,200 Financial Advisors, 2020
  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020

Community Involvement