As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Easton, Maryland. I’m passionate about advocating for local investors on the Eastern Shore and our surrounding communities and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships. We partner with you to understand your goals, create a personalized plan, a
nd develop your investment strategy. We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more
Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability. Come meet our team and see how we’re different. To learn more, call 410-690-3909 or visit www.schwab.com/easton. Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value
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