Jocelyn Schwartz

Jocelyn Schwartz

Director – Private Client Group

Jocelyn joined SCS Financial Services in 2013 and has over 15 years of experience in the investment and financial planning industry. Prior to joining SCS, she was a Senior Financial Advisor at Pillar Financial Advisors (now Argent Wealth Management) in Waltham, MA. Prior to that, Jocelyn served as the Director of Estate Planning at Fidelity Investments in Boston. Jocelyn is a member of the Boston Estate Planning Council and the Boston Bar Association. Jocelyn earned an LLM in Taxation from Boston University School of Law and a JD from New England School of Law. Jocelyn was admitted to the Massachusetts Bar in 2001.