Stoner

Vice President - Financial Consultant at Charles Schwab

Role
Vice President - Financial Consultant at Charles Schwab
Location
Tacoma, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stoner

As a Schwab VP - 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 moreAnd 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 25••••••63 or email at: n••••••••@schwab.com

Experience

  1. Vice President - Financial Consultant

    Charles Schwab

    Aug 2020 — Present

Education

  • Olympic Community College

    Business

    2014 — 2014

  • Pacific Lutheran University

    Business General

    2013 — 2014

  • University of Arizona - Eller College of Management

    Bachelor's degree

    2014 — 2017

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Stoner — Vice President - Financial Consultant at Charles Schwab in Tacoma, WA, US | Unifers