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Hailey P

Series 66

Abilene, TX

Charles Schwab

Hailey Parker is a financial advisor at Charles Schwab in Abilene, TX, holding a Series 66 license with one year of industry experience. Prior to joining Schwab, Hailey worked in healthcare and childcare sectors, including positions at Livingston Hearing Aid Center and Belle's and Beau's Childcare. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advice with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s research teams.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Nick S

Series 63, Series 66

Abilene, TX

Charles Schwab

Nick Shepherd is a financial advisor with Charles Schwab in Abilene, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2013. Outside of advisory work, he owns Shepherd Operations, a financial services business, and is involved in product development and inventory management with Everyday Armor LLC as well as raising and selling beef cattle through Shepherd Cattle Co., LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options using multi-asset model portfolios and maintains an integrated structure with centralized custody and order-routing services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Julia C

Series 63, Series 66

Abilene, TX

Charles Schwab

Julia Copeland is a financial advisor with Charles Schwab in Abilene, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to Schwab, she worked at Citizens Bank and has provided marketing consulting services through MDF Design and Consulting, LLC, which supports a nonprofit law firm focused on low-income housing projects. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of investment options.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Christina K

Series 65, Series 63

Abilene, TX

Charles Schwab

Christina Krikorian is a financial advisor at Charles Schwab with two years of industry experience. She previously worked at Howell Financial Group and New York Life Insurance Company. Krikorian serves on the board of the Abilene Philharmonic, where she participates in board meetings and community representation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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