MaryJane: Schwab focuses on us like we focus on our clients. Even though I consider us a smaller firm in the grand scheme of things, I feel like we are treated equally, as if we had a billion dollars under management.
Kristie: I really believe in serving our clients to the best of my ability. And that means I have to do whatever it takes. MaryJane works for one of our firms in the Atlanta area.
MJ: Being an RIA, I think that's just very different, allows us more freedom, our clients more freedom. We had about 100 clients in our firm previously, and now we have 250 clients.
Kristie: Our job is to help advisors grow. My clients expect more than excellence. It's gratifying that I get to work with advisors every single day and it's even more gratifying to know that what I do for them is going to be beneficial for their clients.
MJ: There is a whole new world out there. Schwab helps our firm think bigger.
Holding line: Charles Schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals.