About
As the leader of Schwab Advisor Family Office, I have national responsibility for the…
Activity
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📣 August '24 #RIA & #BrokerDealer Industry Roundup powered by FINTRX: Major Shifts, Mega Mergers, and Emerging Players... 🟢 Wirehouse Moves: ✦…
📣 August '24 #RIA & #BrokerDealer Industry Roundup powered by FINTRX: Major Shifts, Mega Mergers, and Emerging Players... 🟢 Wirehouse Moves: ✦…
Liked by Eddie Brown
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"It has been my goal to create a firm that always stays a generation ahead – THE Family Office, complete with the expertise and guidance that no…
"It has been my goal to create a firm that always stays a generation ahead – THE Family Office, complete with the expertise and guidance that no…
Liked by Eddie Brown
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This past weekend our Dynasty family and Network gathered to remember and celebrate the life of Amanda Kerley – a cherished friend, colleague, and…
This past weekend our Dynasty family and Network gathered to remember and celebrate the life of Amanda Kerley – a cherished friend, colleague, and…
Liked by Eddie Brown
Experience
Education
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St. Andrews University
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Activities and Societies: Magna Cum Laude, Alpha Chi National Honors Society, Who's Who Among Colleges and Universities, President of Student Government, President of Business Club
Completed 3 year Banking School Program at UNC- Chapel Hill. Served as the Administrator of the Program for 2 years following graduation from program.
More activity by Eddie
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"Keith, there is nothing wrong buddy." Recently, I've found myself repeating this constantly as I’ve noticed that my body is in a consistent fight…
"Keith, there is nothing wrong buddy." Recently, I've found myself repeating this constantly as I’ve noticed that my body is in a consistent fight…
Liked by Eddie Brown
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Feeling incredibly grateful to Charles Schwab for the opportunity to take a 4 week sabbatical every 5 years of service. This time away allowed me…
Feeling incredibly grateful to Charles Schwab for the opportunity to take a 4 week sabbatical every 5 years of service. This time away allowed me…
Liked by Eddie Brown
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Wrote this reminder to myself this morning.
Wrote this reminder to myself this morning.
Liked by Eddie Brown
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Last month, FWA gathered in Chicago for our annual team offsite. It was great to connect face-to-face and spend quality time together away from our…
Last month, FWA gathered in Chicago for our annual team offsite. It was great to connect face-to-face and spend quality time together away from our…
Liked by Eddie Brown
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