Will Durkin

Investment Consultant at Charles Schwab

Role
Investment Consultant at Charles Schwab
Location
Chapel Hill, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Will Durkin

As a Schwab Investment 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 91••••••28 or email me at: w••••••••@schwab.com.

Experience

  1. Investment Consultant

    Charles Schwab

    Jun 2021 — Present · Chapel Hill, NC, US

Education

  • Cornell University

    Bachelor's Degree

    2013 — 2018

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Will Durkin — Investment Consultant at Charles Schwab in Chapel Hill, NC, US | Unifers