Lily Wittwer
- Role
- Vp- Financial Consultant at Charles Schwab
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Lily Wittwer
As a Schwab Financial Consultant, it’s my job to help you create a better financial life.…
Experience
Vp- Financial Consultant
Jun 2021 — Present
As a Schwab 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, and 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 40••••••77 or email me at: l••••••••@schwab.com.
Skills
- Teamwork
- Microsoft Office
- Customer Service
- Powerpoint
- Microsoft Excel
- Salesforce.com
- Microsoft Word
- Leadership
- Communication
- Social Networking
- Factset
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