Janet Watson Schwartz

Wealth Planning Associate at Ballentine Partners, LLC

Janet Watson Schwartz is a Wealth Planning Associate at Ballentine Partners, LLC. Janet has experience working as a Client Advisor/Associate Planner at Sandy Cove Advisors, LLC, and as a Candidate for CFP ®️ Certification at Personal Financial Planning. Previously, Janet also served as an Extern at the Financial Planning Association (FPA) and as Co-Founder, Head of Operations at Sebago Capital, LLC. Janet also worked at Goldman Sachs as a Vice President, Associate, and Analyst. Janet holds a Bachelor of Business Administration in Finance and Pre-Med from Southern Methodist University.

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Timeline

  • Wealth Planning Associate

    August, 2023 - present