Verified recordFinancial Services

Greer Henderson

Manager - Wealth Advisor at Charles Schwab

Based in Atlanta, United States

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Seniority

Manager

Department

Sales & Business Development

Location

Atlanta

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

g•••••••@aboutschwab.com

Phone

5 credits

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Background

About Greer Henderson

I am a Wealth Advisor with Schwab Wealth Advisory. As a Wealth Advisor, I help clients and their families plan and invest to reach their goals. I have 5 years of experience in financial services. Prior to this role, I was a Financial Advisor at J.P. Morgan. I joined Charles Schwab in 2025. I hold the required FINRA Series 7, and 66 licenses and do business with residents of all 50 states. I graduated from the University of Georgia with a bachelor's degree in economics. I am located in Atlanta, GA.

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