David Overholser

About David Overholser

As a Schwab Sr. Financial Consultant, it’s my job to help you create a better financial…

Experience

1. VP Sr Financial Consultant

   Charles Schwab

   Apr 2002 — Present · Raleigh, NC, US

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Skills

• Financial Planning
• Asset Allocation
• Mutual Funds
• Banking and Credit Management
• Titling and Beneficiary Designations
• Financial Advisory
• Wealth Management
• Asset Management
• Leadership
• Investment Strategies
• Investments
• Charitable Giving
• Retirement Planning
• Finance
• 401k Rollovers
• Capital Markets