Raymond, NH Office

Team
Updated today

Client AUM

$0

Clients

955,800

Advisors

2

Of 6,774 advisors across 756 offices

Location

Raymond NH

Advisors at this office

2

Advisors at this office

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Samantha M

Series 63, Series 66

Raymond, NH

Charles Schwab

Samantha Maher is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2019, following roles at Charles Schwab and Charles Schwab Bank beginning in 2015. Outside of her advisory work, she owns Hygge Wax, a retail business producing and marketing candles. Charles Schwab 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 and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

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

Series 63, Series 66

Raymond, NH

Charles Schwab

Kevin Maher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016 and previously spent six years at Fidelity Investments. Outside of finance, he is a co-owner of a retail business, Hygge Wax, based in Chicago. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with integrated brokerage, custody, and financial planning solutions.

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