Charles Schwab recently opened the doors to a new independent branch in Southern Pines that offers investors local access to a range of investing, wealth management and personal finance guidance, tools and products.
The new Southern Pines location, located at 10840 US 15-501 in the new Sandhills Commons retail complex, 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 planning 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 Southern Pines branch is led by Schwab Independent Branch Leader Philip Bailey, a financial services professional with 15 years of experience in investment management. Prior to joining Schwab’s independent branch network, Bailey was a Financial Advisor at Pottle Financial Services and served as a member of a wealth management team at AG Edwards in Greensboro, N.C.
“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 Bailey. “Since its founding, Schwab has been an advocate for the individual investor, and I’m proud to be the face of Schwab in Southern Pines and surrounding communities.”
Bailey attended Wofford College for his bachelor’s degree and Duke University, where he earned his executive certificate in Certified Financial Planning. He and his wife live in Pinehurst with their son. Outside of the office, Bailey enjoys
Bailey expects to hold a variety of educational investing workshops in the Southern Pines branch, which are complimentary and open to Schwab clients as well as the general public.
You can contact Philip Bailey at 910-684-4965.