
vicki byrd
vice president and senior financial consultant
About
As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with: * Wealth management * Investing * Portfolio analysis * College planning * And more And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 713-513-8474 or email me at: vicki.byrd@schwab.com.
united states
houston
financial services
asset allocation, investments, 401k rollovers, strategy
Experience

vice president and branch manager
charles schwab
Branch Manager of Austin Downtown and Austin NW Branches

investment specialist
charles schwab

vice president and financial consultant
charles schwab

vice president and senior financial consultant
charles schwab
vicki byrd's Contact Information
Phone
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