Eric Schwarz

Eric W. Schwarz, CFP®, CTFA, CEPA
Senior Vice President Senior Trust Advisor Truist Bank

100 Crescent Court

Suite 1000,

Dallas, TX 75201

eric.schwarz@truist.com

Phone 469-822-6980

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About me

Background

Eric is a Senior Vice President with Truist Wealth. He brings over 30 years of working with affluent families and successful entrepreneurs to his role as Region Trust Advisor. 

As a Senior Trust Advisor with Truist Wealth he guides families to implement their core values through wealth transfer planning.  Eric assists Truist clients with identifying and articulating their goals, needs, and priorities, in the context of legacy planning, philanthropy, and business succession. For clients needing a corporate fiduciary, he seeks to serve as a valuable resource for questions about trust administration and estate settlement. He has spent his career as a financial planner, wealth advisor and estate specialist.

 Eric holds a Bachelor of Arts from Miami University in Oxford, Ohio is a Certified Financial Planner™ , Certified Trust and Fiduciary Advisor, and a Certified Exit Planning Advisor™.

Education

BA
Miami University, Oxford, OH

Personal Interests

When not contributing to his community through the Executive Board of North Texas Health Services, Miami University Rugby Alumni Association, Estate Planning Council of North Texas, Financial Planning Association, CFP Board Disciplinary Committee or American Bankers Association, Eric enjoys golf, smoking brisket, rugby, hunting and travelling with this wife and son.

Beyond his charitable board service, Eric values time with family, stays active with rugby and golf, dives into Stoic philosophy, and seeks out any excuse to be outdoors.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Educating family members with significant wealth to confidently manage their financial lives

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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