Senior Vice President, Advisor Services
Business Consulting and Field Experience
Nick Georgis serves on the Schwab Advisor Services leadership team and has more than 25 years of experience serving independent investment advisors. In his current role, he oversees the Business Consulting and Education team that creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage; the Field Experience team that provides Schwab’s sales and service teams with the insight, tools, and skills necessary to deliver an outstanding experience to advisors; and the Technology Engineers and sales teams for Schwab Performance Technologies® that help advisors evaluate technology and software that will allow them to seamlessly make the move to independence.
Georgis holds a bachelor’s degree in finance from California State University, Sacramento, and the Series 7 and Series 24 licenses. He has also served on the CFP® Board of Directors.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab. Charles Schwab & Co., Inc. ("Schwab") and SPT are subsidiaries of The Charles Schwab Corporation.