The new St. George location, located in Red Rock Commons at 15 South River Road, is part of a larger franchising initiative Schwab announced in early 2011. Schwab’s decision to begin opening franchise branches, in addition to its more than 300 existing company-managed branches, is grounded in a commitment to make financial advice and guidance more accessible in local communities across the country. Schwab’s company-managed and independent branches deliver the same suite of brokerage products and services, pricing, and overall client service and experience.
The St. George branch is led by Schwab Independent Branch Leader Dustin Woodbury, CFP®, a financial services professional with 10 years of experience in the industry. Prior to joining Schwab’s independent branch network, Woodbury was a financial advisor at Raymond James. Previously, Woodbury served as a financial advisor at Edward Jones and as a Certified Public Accountant at PricewaterhouseCoopers.
“Through my conversations with clients, I’ve seen first-hand how important it is for people to have local access to actionable investing help and guidance that makes sense for their specific financial goals,” said Woodbury. “Since its founding, Schwab has been an advocate for the individual investor, and I’m proud to be the face of Schwab in St. George and surrounding communities.”
Woodbury earned both his bachelor’s and master’s degrees in accountancy at Brigham Young University and an associate degree at Dixie State University. He is a member of the BYU Management Society and the Utah Association of Certified Public Accountants. He has lived most of his life in the St. George area, and he and his family currently reside in the Washington, Utah community. Outside of the office, Woodbury enjoys hiking, playing golf and basketball and travelling with his family.
Woodbury expects to hold a variety of educational investing workshops in the St. George branch, which are complimentary and open to Schwab clients as well as the general public.
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube and LinkedIn.