David Robertson
Independent Branch Leader and Financial Consultant at Charles Schwab
Based in Dahlonega, United States
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Seniority
Manager
Department
General Business & Management
Location
Dahlonega
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@aboutschwab.com
Phone
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Background
About David Robertson
As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Dawsonville. I’m passionate about advocating for local investors in Dawsonville and our surrounding communities. I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships, and I believe that today’s investors deserve a better way. When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy. You’ll understand where your money is invested and why, how much it costs, and how you’re doing relative to your goals. We can assist you with: • Wealth Management • Investing • Portfolio analysis • College planning • And more Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability. Come meet our team and see how we’re different. To learn more, call 706-525-7204 or visit
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