Nov 30, 2020
For many of us, going from USAA to Charles Schwab is new territory. We don’t know what to expect. Will we like it? Will they understand me? Will they help me? Schwab is here to answer all of those questions and more.
Danielle Munoz is the Schwab Vice President of Virtual Member Branch. Danielle leads the virtual branch network at Charles Schwab that serves USAA members who’ve recently transitioned to Schwab for wealth management services. And most importantly, she’s a fellow Army brat.
Danielle shares in this show what it looks like from the other side of the transition for USAA members becoming Schwab customers. We talk about what Charles Schwab is like and their core values. We also discuss the preparations Schwab has made to welcome us all, to include the tools and resources they have to help the military community with their investment needs.
You can find the show notes here: https://laceylangford.com/podcast/pcs-to-charles-schwab/