Verified recordFinancial Services

Drew Scott

Associate Wealth Advisor Schwab Wealth Advisory, Inc at Charles Schwab

Based in Dallas-Fort Worth, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Dallas-Fort Worth

Industry

Financial Services

Company size

34K

Contact information

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Email

1 credit

d•••••••@schwab.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Drew Scott

As an Associate Wealth Advisor, I am dedicated to helping individuals and families achieve their financial goals by providing thoughtful, client-focused advice and strategic wealth management solutions. With a deep understanding of investment strategies, retirement planning, and risk management, I work closely with clients to develop personalized plans that align with their unique financial aspirations. With a strong foundation in financial analysis, client service, and goal-oriented planning, I enjoy being part of a team that empowers clients to achieve financial security and peace of mind.

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