Trevor Corey

Trevor Corey As a Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals.

I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, a

nd helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 240-541-4407 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

© 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.

Whether it’s board service or hands-on activities, volunteerism can be a powerful way to increase your philanthropic imp...
04/18/2022

Whether it’s board service or hands-on activities, volunteerism can be a powerful way to increase your philanthropic impact. Download the Schwab Charitable Giving Guide to learn more.

Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

Do you know which types of nonprofits are eligible for tax deductions? The Schwab Charitable   offers answers and can he...
03/28/2022

Do you know which types of nonprofits are eligible for tax deductions? The Schwab Charitable offers answers and can help you maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=tax-deductibility?SM=XOI

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Becoming an effective charitable donor starts with identifying your top values and causes. Download the Schwab Charitabl...
03/14/2022

Becoming an effective charitable donor starts with identifying your top values and causes. Download the Schwab Charitable to help maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=find-focus?SM=XOI

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Charitable giving doesn’t have to be complicated. The Schwab Charitable   helps you develop an efficient giving plan to ...
02/23/2022

Charitable giving doesn’t have to be complicated. The Schwab Charitable helps you develop an efficient giving plan to maximize your philanthropic impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=define-terms

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With the Schwab Charitable  , you can learn strategies to help identify the nonprofits that most effectively support you...
02/08/2022

With the Schwab Charitable , you can learn strategies to help identify the nonprofits that most effectively support your highest-priority causes and maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=find-organizations

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Open communication is so important to any relationship, including with your financial advisor. Are you comfortable askin...
02/03/2022

Open communication is so important to any relationship, including with your financial advisor. Are you comfortable asking challenging questions to your advisor? Does your advisor feel comfortable challenging you?

You've got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.

Lots to consider here. Knowledge and education help to reduce stress and make good decisions during periods of uncertain...
02/01/2022

Lots to consider here. Knowledge and education help to reduce stress and make good decisions during periods of uncertainty. So does understanding the purpose for each of your investments. Watching closely!

Global benchmark yields are moving higher along with economic sentiment. We expect yields to remain positively correlated to market returns, favoring cyclical and value stocks.

Empathy has always been a critical skill for leaders, but it is taking on a new level of meaning and priority. Leaders d...
01/31/2022

Empathy has always been a critical skill for leaders, but it is taking on a new level of meaning and priority. Leaders don’t have to be experts in mental health in order to demonstrate they care, but read how empathetic leadership contributes to positive relationships and drives results.

You always knew demonstrating empathy is positive for people, but new research demonstrates its importance for everything from innovation to retention.

A well-planned budget can help you achieve your giving goals. Download the Schwab Charitable Giving Guide for budgeting ...
01/14/2022

A well-planned budget can help you achieve your giving goals. Download the Schwab Charitable Giving Guide for budgeting tips that can help maximize your charitable impact.

Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

Whether it’s a donor-advised fund, private foundation, LLC, or gift annuity, the right giving vehicle may help you maxim...
12/22/2021

Whether it’s a donor-advised fund, private foundation, LLC, or gift annuity, the right giving vehicle may help you maximize your charitable impact. Download the Schwab Charitable Giving Guide to learn more.

Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

Tax-smart giving strategies can help you maximize your charitable impact. Download the Schwab Charitable Giving Guide to...
12/01/2021

Tax-smart giving strategies can help you maximize your charitable impact. Download the Schwab Charitable Giving Guide to learn more.

Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

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