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Founder And Chairman Charles R. Schwab Featured In Ad Touting RIAs And Schwab's Shared Values Of Independence And Client-Centric Approach (Courtesy Of Schwab)

Stocks in this article: SCHW

Schwab Advisor Services today announced a new national advertising campaign focused on celebrating independence, which will run in trade publications, in online banner ads and on social media channels beginning this month. The new campaign kicks off with a print ad featuring The Charles Schwab Corporation’s Founder and Chairman Charles ”Chuck” Schwab commending the independent advice model and underscoring Schwab’s continuing, industry-leading commitment to independent registered investment advisors (RIAs). The next phase of ads will launch online mid-June and will feature three independent RIAs who custody with Schwab highlighting their personal story of independence. Future ads will feature additional independent advisors who custody with Schwab.

“For 25 years, Schwab has empowered independent advisors as they successfully built the industry into what it is today – the fastest growing segment of financial services,” said Bernie Clark, Executive Vice President and head of Schwab Advisor Services. “We share a commitment with RIAs of putting clients at the center of everything we do. These ads celebrate advisors’ independence days – the actual day they went independent – and highlight the reasons they chose this path and how Schwab has helped them do what they love best – serving their clients.”

The ads align with Schwab’s corporate brand platform – “Own Your Tomorrow” – which launched last summer and portray advisors who made the move to independence with guidance, support, and insight from Schwab. Advisors highlighted in the new campaign include: Deb Wetherby from Wetherby Asset Management, Ajay Gupta from Gupta Wealth Management, and Brett Sharkey from Three Bridge Wealth Advisors.

In her ad, Deb Wetherby, chief executive officer at Wetherby Asset Management, says: “I believe in collaborating with my clients to serve them with integrity. Schwab helps me do just that.”

Ajay Gupta, managing principal at Gupta Wealth Management, says in his ad: “For me, independence means being able to offer my clients the same investment strategies I use for my own family. Before I went independent, I felt boxed in. Now, with the leading RIA custodian in the country on my side, I feel I can offer my clients the world.”

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