Devante J. Williams
VP -financial Consultant at Charles Schwab
Based in United States
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Seniority
Vp
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
34K
Contact information
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d•••••••@schwab.com
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Background
About Devante J. Williams
As a VP Financial Consultant at Charles Schwab, I help clients achieve their financial goals by providing customized and comprehensive advice on investment strategies, portfolio management, and retirement planning. I leverage my Series 7 and 66 licenses, as well as my expertise in financial planning, to offer solutions that are tailored to each client's specific situation, risk tolerance, and objectives. Prior to joining Charles Schwab, I gained valuable experience as a Financial Solutions Advisor at Merrill Lynch and a Relationship Manager at Bank of America, where I consulted multiple high-value portfolios, analyzed client needs, and delivered exceptional service. My experience and skills enable me to apply a multidisciplinary and analytical approach to financial advising. My goal is to further develop my craft and seek a managerial position that requires keen attention to detail, in-depth accounting analysis, and communication with a diverse customer base.
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