Rob Williams
Managing Director, Schwab Center for Financial Research at Charles Schwab
Based in Denver, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Denver
Industry
Financial Services
Company size
34K
Contact information
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r•••••••@schwab.com
Phone
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Background
About Rob Williams
Rob is head of wealth management research at Charles Schwab. Rob and his team develop research, insights, methodology, and training for Schwab clients, representatives, and advisors. These resources focus on financial planning and wealth management across various topics and an investor's life cycle, including saving, investing, preserving, and using wealth during their life and legacy. Rob provides thought leadership and advice on a range of topics, including investment planning, retirement planning, banking and credit management, risk management and insurance, education and family support issues, tax planning, and estate planning. He has a particular interest in retirement transition and income planning. He delivers these insights and strategies to investors and advisors through a variety of forums, including writing, presentations, teaching, and media interviews. Disclosures: 1025-UTAF
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