Team

Jocelyn Schwartz
Senior Client Investment Advisor, Director

Jocelyn joined SCS Financial Services in 2013 with over 11 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 LL.M. in Taxation from Boston University School of Law and a J.D. from New England School of Law.  Jocelyn was admitted to the Massachusetts Bar in 2001.