Kevin Chalk

Kevin Chalk is a Senior Relationship Manager at Schwab Advisor Services, specializing in assisting independent Registered Investment Advisors (RIAs) with maximizing their potential.

With a background in business administration and management, Kevin holds a Doctorate of Business Administration from Georgia State University, an MBA from Kennesaw State University, and has studied at East Carolina University.

At Schwab, Kevin offers consulting services to RIAs on various aspects of their business, such as business development, talent acquisition, and technology integration.

He prides himself on collaborating with independent advisors, learning from them, and helping them transition their practice to the next generation of leaders.

Working for Schwab Advisor Services, a leader in serving independent advisors for over 30 years, Kevin is dedicated to helping advisors translate insights into actionable strategies for business success.

He values integrity, accountability, and an entrepreneurial spirit in the firms he works with, recognizing their passion for providing exceptional client experiences.

Kevin Chalk can be contacted at 404-239-5137 or kevin.chalk@schwab.com for information on how Schwab Advisor Services can support your firm.