Whitney Schwartz is a Senior Trust Advisor and Senior Vice President for Truist Wealth. She offers clients more than 15 years of previous experience as a trusts and estates attorney.
As an integral part of the client’s wealth management team, Whitney helps high net worth clients manage their generational wealth and pursue their goals by identifying wealth planning opportunities involving trusts, insurance, and tax-driven and asset protection entity structures. She oversees the implementation of comprehensive financial and estate plans. Whitney maintains current knowledge in fiduciary laws, taxation and other laws that concern clients’ planning and serves as a resource and fiduciary consultant to her clients.
Loyola Law School
University of California at Los Angeles
University of California at San Diego
Whitney lives in Los Angeles, California with her husband, two children, and two Labrador Retrievers. She is a volunteer on the Cedars-Sinai NICU Patient & Family Advisor Council. Whitney also serves on the Board of Trustees of an independent K-8 school in her community.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
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