Harold A. Schwartz

Investment Advisor Representative
Managing Member, Chief Investment Officer

Harold Schwartz brings more than 40 years of experience to his current roles at DMG Advisor Group LLC. He began his career in the industry in 1975 with New York Life. He joined E F Hutton in 1982 to broaden the product selections he could offer his clients. His strengths in life insurance came to the attention of management, and in 1988 when Shearson Lehman Brothers bought Hutton, he was made First Vice President and National Product Director. He served in that capacity for over four years. In 1993 Mr. Schwartz launched his own firm, the Del Mar Group, Inc. From 1995 through 2006 he crisscrossed the country doing public seminars. During that time he was recognized for his achievements with membership on the Fidelity Advisor Council in 2002, 2004, 2006, 2010, 2011, 2012, 2013 and 2014; and for twelve consecutive years membership in the Million Dollar Round Table’s TOP of The Table, a designation achieved by only .5 percent of all financial services professionals. In 2003 he expanded his services to include complete money management, including fee-based planning. Today Hal manages over $100 million in assets for clients across the country.

Read more about Hal Schwartz

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rating should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Jorge Perez

Jorge Perez

Vice President, Operations

506 East State Road 434
Winter Springs, FL 32708
407.327.2550
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, FL 33558-5374

813.996.6100
Karen Schwartz

Karen Schwartz

Chief Financial Officer

7114 West Jefferson Avenue
Suite 305
Lakewood CO 80235

Catherine Chaney Bowman, APR

Catherine Chaney Bowman, APR

Director, Public Relations, Marketing Communications

7114 West Jefferson Avenue
Suite 305
Lakewood CO 80235

John Morrill

John E. Morrill, CLU, ChFC

Vice President
Insurance Products

7114 West Jefferson Avenue
Suite 305
Lakewood CO 80235

Nicole Slack

Nicole Slack

Compliance Officer

7114 West Jefferson Avenue
Suite 305
Lakewood CO 80235

Home Office Team

Bari Edwards

Bari Edwards

Account Manager

Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, FL 33558-5374
Natalie Zavala

Natalie Zavala

Office Manager, Florida

Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, FL 33558-5374
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