Northwestern Mutual Honors Stephen Schwartz of Pioneer Financial with Forum Membership


NEW YORK, NY, DECEMBER 8th 2014— Northwestern Mutual is honoring New York Wealth Management Advisor Stephen A. Schwartz, CFP® with membership in its 2014 Forum Group, which recognizes individuals for an outstanding year of helping clients achieve financial security. Schwartz is affiliated with Pioneer Financial at Northwestern Mutual – Park Avenue based in New York, NY. This is the 5th time that Schwartz received the Forum honor.

“We’re proud of financial professionals like Stephen who are guiding their clients on a path to financial security,” said Northwestern Mutual President, Greg Oberland. “Our own research tells us Americans need and want to get their financial houses in order,” adds Oberland. “Northwestern Mutual advisors like Stephen help develop tailored financial plans for both families and business that stand the test of time.”

The honorees were recognized at a conference held November 2 to 5, 2014, in Scottsdale, AZ. At the conference, honorees learned new insights from prominent speakers, gained access to advanced training and leadership development, and shared knowledge with fellow colleagues. The annual Forum conference is an exclusive achievement, with approximately five percent of Northwestern Mutual’s more than 6,000 financial representatives invited to attend. 

About the Research

The 2014 Planning and Progress Study can be found here.

About Pioneer Financial

Pioneer Financial is a marketing name for Stephen S. Schwartz, CFP® and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI, including its subsidiaries, nor is it a legal partnership or entity. 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities) and its subsidiaries. Stephen S. Schwartz, CFP® is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Registered Representative and may also be an Investment Adviser Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI, a subsidiary of NM and limited purpose federal savings bank that provides financial planning, investment management, and trust services. There may be instances when this agent represents companies in addition to NM or its subsidiaries.  

For further information, contact:

Matt Collins