Whitney B Williams

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 07/2017
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 06/2013 → 07/2017
  Usaa Financial Planning Services
  Phoenix, AZ
• 07/2017 → 05/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2020 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2017-08-22 → 2020-06-09
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2013-07-16 → 2017-07-26
  Usaa Financial Planning Services
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2012-09-27

Designations

• Certified Financial Planner

Other Names

• Whitney Bree Smith
• Whitney Bree Williams
• Whitney Bree Johnson
• Whitney Williams