Schwab Volunteer Week began in the San Francisco Bay Area nine years ago and has since expanded to 45 cities across the United States. So I think it's only fitting to end my photo tour of last week's volunteer action where so many people leave their hearts.
These three Bay Area projects illustrate the very different ways Schwab helps nonprofit agencies that seek to alleviate poverty and build financial capability. Sometimes we teach financial skills in school classrooms...
Our photo tour of Schwab Volunteer Week moves west, with fantastic images from Austin, Denver and Phoenix.
Perla Daly got the “plum” assignment (sorry, I couldn’t resist) to photograph Austin employees volunteering at Urban Roots Farm. I always love these outdoor photos – especially this one of Jason Distel picking plums.
Instead of thinking outside the box, photographer Susan Ross of Austin made the box work for her...
Last week, more than 2,600 employees donated about 10,000 hours of service to about 160 different service projects as part of Schwab Volunteer Week. In key cities, a much smaller group of “Schwabbies” were hard at work: our volunteer photographers.
Today begins a three-part photo tour of our volunteer projects, featuring some of my favorite images from four cities in the East and Midwest.
Welcome to the ninth annual Schwab Volunteer Week – a time when thousands of employees give back to communities across the United States...After the volunteers arrive safely at their worksite, they immediately start removing books, sorting educational materials and “deep cleaning.” For John Pacheco, that meant grabbing some rags and window cleaner....(Read More)
Here’s another Q&A in a series of blog posts for Financial Life Planning for Women Month. This time we’re featuring Dorie Rosenband, founder and CEO of &Wealth Partners, an independent advisory firm with offices in New York City and Baltimore. Dorie started her firm with a specific focus on serving widows – a demographic that she saw as being in great need of focused and customized financial guidance...(Read More)
We’ve been waiting an entire year. Patiently, even.
We have our T-shirts ready: “Together for Good,” they say. That’s more than a slogan. It’s the entire reason behind Schwab Volunteer Week.
On the frontline serving women who seek advice: A chat with Atlanta FC Debbie LucentePosted by Sarah Bulgatz
Debbie Lucente is a financial consultant with Charles Schwab & Co., Inc. (“Schwab”) in the Atlanta–Buckhead branch office. A 13-year veteran with Schwab, she works with individual investor clients on a daily basis. Her practice includes couples as well as single women who are experiencing transitions in their lives that have significant financial impact. I sat down with Debbie to get her take on why it’s important for financial professionals like her to make any extra effort in reaching out to women...(Read More)
Six photos hang behind Carol Benz's desk at Bingham, Osborn & Scarborough, LLC, Wealth Management. The clear colors of hand-blown glass. The texture of a hand-woven hammock. The landscape of Mexico.
Each photo tells an individual story. But the framed collection forms a much larger picture.
Lisa Herhold, CFP®, is manager of Schwab’s Cherry Creek Branch in Denver, Colorado. She has been with Schwab serving retail clients in the branch network since 1996 and has seen a lot of drama in the markets over the years. I interviewed Lisa to get some insight into her particular background, her experience as a woman in financial services, and her views on what’s most important in serving women clients...(Read More)
For the past few months, I’ve spent time visiting our branch locations in markets around the country. The conversations I’ve had with our branch teams who are on the front lines every day have covered a wide range of topics, but they are all centered on one thing: our clients. At Schwab, we have a pretty simple strategy that guides us – we build our business through the eyes of our clients. And that starts with understanding their situation, needs and goals...(Read More)
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