Charles Schwab offers a wide range of investing and personal finance guidance, tools and products. Schwab Financial Consultant Juvie Jimenez recently joined the O’Fallon Independent branch located at 4579 Hwy. K in O’Fallon, bringing more than 15 years of experience as an investment and financial services professional. Prior to her new position, Juvie was a financial consultant for Scottrade and then TD Ameritrade, where she worked with individuals, non-profits and small business owners to help them reach their financial goals.
“Through my conversations with clients, I’ve seen first-hand that people are looking for actionable investing help and guidance to plan for their specific financial goals,” Juvie said. “Schwab has always been an advocate for the individual investor and strongly believes in providing local, face-to-face access to help, transparent pricing and investing resources. Schwab believes in putting clients first and offering access to the tools and resources they need to help meet their goals are of the utmost importance.”
Schwab believes in the power of investing to help individuals create a better tomorrow. Schwab has a history of challenging the status quo in the financial industry, innovating in ways that benefit investors and championing clients’ goals with passion and integrity. Schwab offers a modern approach to wealth management so clients can take ownership of their financial life.
Schwab’s O’Fallon branch serves O’Fallon and all surrounding towns and communities including Lake St. Louis, Dardenne Prairie, Wentzville, Troy, Foristell, Moscow Mills and Old Monroe.
Call Juvie directly at (636) 486-8094 or email her at Juvie.Jimenez@schwab.com. You can also visit Schwab.com/Ofallon to learn more on how you can “Own Your Tomorrow.”
4579 State Hwy. K • O’Fallon