Whitney Schwartz

Whitney Schwartz , CTFA
Senior Vice President Senior Trust Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

whitney.schwartz@truist.com

Phone 310-595-3855

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About me

Background

Whitney Schwartz is a Senior Trust Advisor and Senior Vice President for Truist Wealth. She works with clients and has 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.

Education

LL.M.
Loyola Law School 2010
J.D.
University of California at Los Angeles 2005
B.A.
University of California at San Diego 2002

Personal Interests

Whitney lives in Los Angeles, California with her husband, two children, and two Labrador Retrievers. She volunteers with the Cedars-Sinai NICU as well with an independent school in her community.

Specialties

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

Locations

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