Korina Edwards
Director, Charles Schwab Advisor Services
- Role
- Director at Schwab Advisor Services
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Korina Edwards
I lead a talented team of Relationship Managers who are dedicated to helping firms reach their full potential as independent Registered Investment Advisors. I ensure that our team is doing everything we can to successfully support the independent financial advisors we work with.At Schwab, we have over 30 years of experience serving independent advisors, and have grown to serve over firms of every size. As the largest custodian of RIAs, we have deep experience and unique insights into the factors that drive business success. We’re continually focused on helping advisors turn those insights into action to create the firm they want. We have a deep commitment to the RIA industry, and are continually developing new ways to fuel our clients’ independence and innovate on their behalf.While every firm that I work with has unique strengths, I’ve found that most share a few common ideals; integrity, accountability and an entrepreneurial drive—and at the core, a passion for delivering the best possible experience for their clients. At Schwab we take this same approach, and I believe that’s why more independent advisors rely on us than any other custodian.To learn more about how Schwab Advisor Services can help your firm, call me at 60••••••12 or email me at: k••••••••@schwab.com.
Experience
Director
Aug 2025 — Present
Account specific questions and transactions cannot be addressed in this forum; please call 87••••••85. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints.Testimonials regarding services of Registered Investment Advisors or Advisory Services are prohibited. Any other third-party testimonial provided may not be representative of the experience of other 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.Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co, Inc. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.For other important information and disclosures please visit: 2017 Charles Schwab Corporation. All rights reserved. Unauthorized access is prohibited.
Education
University of Pretoria/Universiteit van Pretoria
Programme for Management Development
2012 — 2015
The University of Texas at El Paso
BS, French / Political Science
1990 — 1995
The University of Texas at El Paso
BA, Finance
1990 — 1995
The University of Texas at El Paso
Bachelor of Business Administration - BBA, Management
1990 — 1995
Cape Wine Academy
Wines of SA, Certificate, Wines of the World, Diploma
2012 — 2014
Skills
- Business Relationship Management
- Retirement Planning
- Investments
- Strategic Planning
- Flawless Consulting
- Relationship Management
- Miller Heiman
- Securities
- Trusted Advisor
- Series 63
- Series 7
- Solution Selling
- Rias
- Consultative Approach
- Negotiation
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