Private Client Advisor, Schwab Private Client
CurrentI design custom portfolios for clients with investable assets of $1,000,000 or more who are enrolled within Schwab's Private Client offering.While wealth management starts with the unique client and their life goals, the end to end process helps clients with all areas of financial management, such as: Estate Planning, Tax Strategies, Insurance Planning, Charitable and Family Gifting Strategies, Banking & Credit Management, Education & Family Support, and so much more. Think of it as the financial version of keeping all the instrument groups in order within a fine orchestra--positive financial synergy for our wonderful clients! Besides building custom portfolios and Money Guide Pro Financial Plans for clients, I also coordinate working groups of specialists. Specialist may included: Attorneys, CPAs, Restricted Stock/Equity Compensation Specialists, Financial Planners, Insurance Agents, Fixed Income, and Options Strategist.I support marketing and on-boarding activities along with branch team members mainly in the following states: Alabama, Colorado, Georgia, Illinois, Louisiana, Mississippi, North Carolina, South Carolina, Texas, and Tennessee.
