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Ann L. Schwartz
​CLU, CHFC, CASL, CLF

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I support our growth by overseeing Integrated’s ever growing number of registered offices and their hundreds of financial advisors, staff and licensed partners. One of my primary responsibilities includes directing all compliance policies and initiatives for Integrated. I approach this with great diligence and incorporate it into every aspect of operations. We understand that maintaining a compliant office is an arduous task for an advisor. As their business partner, we work hard to provide the necessary communication, guidance, and support without making the process cumbersome for them.

Our success recently allowed us to be instrumental in supporting the purchase and sale of a practice within the firm. As the average planner age increases, we believe there will be many opportunities for practice acquisition, growth and development. We are fortunate to have the resources and talent for both the buyers and the sellers.

My professional background has included experience in virtually every role in a financial services firm. I began in sales, achieving success and recognition, however, I decided to transition to management where I could leverage my broad-spectrum experience to help fuel advisor growth, which is my true passion. This breadth positions me to understand the needs of the advisors and build internal resources to support efficiencies within their individual practices.
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Rounding out my life finds me cheering on the New England Patriots. While many see August as the end of summer, I see it as the beginning of football season.
​Integrated Financial Partners Identified as a 2019 Best Place to Work
​for Financial Advisers, by InvestmentNews
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​saleah.hewitt@lpl.com

(Tel) 619.961.5866
​(Fax) 858.754.1280
EAST COAST OFFICE
1092 Johnnie Dodds Blvd.
Suite 100-F
​Mount Pleasant, SC 29464
​WEST COAST OFFICE
​5034 34th St
​San Diego, CA 92116
​(858) 230-9399

MAILING ADDRESS
PO Box 21709
Charleston, SC 29413

CONTACT US
Securities offered through LPL Financial, Member FINRA / SIPC. 
Investment advice offered through InvestEd Consulting, Inc., a registered investment advisor and separate entity from LPL Financial. 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  
​AZ, CA, CO, FL, GA, HI, ID, IL, MD, MI, MN, NC, NV, NY, OH, OR, PA, SC, TX, VA, VI, VT, WA, WI, WY. ​
© 2018 InvestEd Consulting, Inc. All rights reserved
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  • Financial Planning
  • Investment Services
  • Retirement Planning
  • OUR PEOPLE
  • CLIENT LOGIN
    • ACCOUNT VIEW
    • eMONEY
    • GUIDED WEALTH PORTFOLIO
    • NEW CLIENT