Cheryl R. Holland, President, Abacus Planning Group, Inc., a fee only financial planning and investment council firm located in Columbia, SC, has been named to the Schwab Institutional Advisory Board.
The Advisory Board offers guidance regarding services, and strategies and acts as a barometer of issues and trends important to Schwab Institutional clients and the industry. Board members serve for a two year term and are not compensated by Schwab Institutional for their service. Schwab Institutional serves approximately 5,000 independent advisory firms with more than $400 billion in custodied assets.
“Our Advisory Board members provide insight into our business, the industry and their needs as independent investment advisors,” says Deborah Doyle McWhinney, president of Schwab Institutional. “As the independent investment advisor market continues to experience tremendous growth, the knowledge and experience of our Advisory Board members play an integral part in our ability to deliver products, services and tools that meet the needs of our expanding client base.”
You may contact Abacus Planning Group by phone at 803.933.0054 or by e-mail at [email protected].