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Teal S

Series 66

Brooklyn, NY

CWM, LLC

Teal Schoonover is a Series 66-licensed financial advisor with two years of industry experience. She is currently with CWM, LLC and has prior experience at UBS Financial Services, Inc. and several law firms. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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