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Bob Holz

Bob Holz
Business Development Officer

Bob Holz is a Business Development Officer responsible for consulting directly with Wirehouse, Independent Broker Dealer, and Trust Bank advisors, about the benefits of becoming an independent Registered Investment Advisor (RIA). Bob also works directly with RIA principals to understand the value of transitioning to the leading RIA custodian.

For over 30 years, Schwab Advisor Services has been committed and dedicated to the growth of independent RIAs. Contact Bob today to learn how you can achieve your dreams for greater success and independence.

Email address
robert.holz@schwab.com