David Overholser Email & Phone Number | As a Schwab Sr. 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 919-743-7484 or email me at: david.overholser@schwab.com.

David Overholser

As a Schwab Sr. Financial Consultant, it’s my job to help you create a better financial life. I will...
Raleigh, North Carolina, United States

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David Overholser’s Location Raleigh, North Carolina, United States

David Overholser’s Current Industry Charles Schwab

David Overholser’s Prior Industry Morgan Stanley | Suntrust Bank | University Of Dayton

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VP – Sr. Financial Consultant

2002-04-01 00:00:00 - Present

Financial Advisor, Retirement Planning Specialist

1999-01-01 00:00:00 - 2002-01-01 00:00:00

SunTrust Capital Markets

1997-01-01 00:00:00 - 1999-01-01 00:00:00

Graduate Assistant Football Coach

1995-01-01 00:00:00 - 1997-01-01 00:00:00

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David Overholser is a As a Schwab Sr. 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 919-743-7484 or email me at: david.overholser@schwab.com.