The FACE of Wealth Management

A special advertising section

The FACE of Wealth Management

Kevin McFarland, Branch Leader & Financial Consultant at Charles Schwab

With over 25 years of experience as a Financial Consultant, I am fully committed to making investing and financial advice more accessible to the Roanoke community. I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships, and I believe that today’s investors deserve a better way. At Charles Schwab, we offer investors local access to a range of modern investing, wealth management and personal finance guidance and services that combine the best of what people and technology can provide.

We always look at the world through our client’s eyes because we believe our business should be about service, not sales. We believe in collaborating with you and getting to know you so we can work together on your terms. I create what I refer to as the ultimate client experience. I strive to make my clients always feel welcome in the Roanoke branch and make their needs the priority. When you visit our local branch, you’ll find that we provide financial guidance on your terms.

We aim to help people achieve better financial outcomes for themselves and their families. We continue to innovate with the goal of demystifying the process of investing. We partner with you to understand your goals, create a personalized plan and develop your investment strategy. You’ll understand where your money is invested and why, how much it costs and how you’re doing relative to your goals.

Compliance #: 0722-2UJF

Schwab.com/roanoke

(540) 682-7850

2219 Colonial Ave SW, Suite 107, Roanoke, VA 24015