Jocelyn Schwartz, JD, LLM 
Financial Planning Consultant
In her role as a Financial Planning Consultant, Jocelyn is responsible for the development and implementation of complex financial plans. Concentrating in the areas of estate planning, tax strategy and investment management, each plan is designed to meet the specific goals of Pillar’s high net worth clients.
Jocelyn joined Pillar in 2006 after three years at Fidelity Investments where she served as the Director of Estate Planning. In this role, she provided guidance in the areas of wealth transfer and tax planning. Prior to Fidelity, Jocelyn served as a staff attorney providing tax, estate and financial services to high net worth individuals.
Jocelyn received a Bachelor’s degree from Ithaca College and a law degree from New England School of Law and was admitted to the Massachusetts Bar in January of 2001. She earned her Master of Law in Taxation from Boston University School of Law.
Jocelyn is a member of the American, Massachusetts and Boston Bar Associations and the National Association of Personal Financial Advisors. She is also a member and active participant in the Boston Estate Planning Council.
