Press Releases
Managing Partner of Stoker Ostler Wealth Advisors Elected to Schwab Institutional Advisory Board
Phil Stoker to Serve 2-Year Term
Scottsdale, Ariz. (May 17, 2007)… Phil Stoker, co-managing partner and co-founder of Stoker Ostler Wealth Advisors has been elected to serve a two-year term on the national Schwab Institutional Advisory Board.
Schwab Institutional is a division of Charles Schwab & Co. The 20-person board consists of representatives of independent investment advisory firms from around the country.
“This is a tremendous honor to be selected among other leaders nationwide in this field. I hope to assist Schwab in making wise decisions about its role in servicing the investment advisor industry,” said Stoker. “In addition, cutting edge ideas garnered from the Board will allow us to enhance our service for our clients.”
The Schwab Institutional Advisory Board was created to obtain feedback on potential strategic initiatives that affect the company’s institutional and retail clients, including products, services, compliance, economic outlook and trends.
At Stoker Ostler, formerly Private Wealth Management, Stoker is directly responsible for the firm’s financial planning, new business development and strategic direction. He consults with clients nationwide, specializing in retirement planning, investment analysis, charitable giving and cash flow planning.
Stoker, a Mesa resident, is a current member of the National Association of Personal Financial Advisors (NAPFA) and the President’s Leadership Council for Brigham Young University-Hawaii. He received his bachelor’s degree in finance and his Master’s in Business Administration from Brigham Young University’s Marriott School of Management.
For more information, visit www.StokerOstler.com.
About Stoker Ostler Wealth Advisors
Founded in 1997, Stoker Ostler Wealth Advisors, formerly Private Wealth Management, is a fee-only wealth management firm that specializes in managing investments and providing financial planning for private individuals and families, small-to-medium sized institutions and non-profit organizations with investment assets greater than $500,000. In addition, the firm provides reporting, periodic rebalancing and active tax management services for its clients.
As of May 2007, Stoker Ostler manages more than $730,000,000 in total assets. Additional areas of expertise include: retirement planning, 401(k)/IRA distribution and issues related to the death of a spouse, divorce, inheritance and stock options.
The firm’s founders, Philip Stoker and Creg Ostler, have more than 50 years of combined experience in wealth management. Stoker Ostler is employee-owned, allowing the company to steer clear of conflicts of interest that can arise when wealth managers are aligned with a product-based financial service company. Stoker Ostler’s independence, combined with the long-standing relationships cultivated with other financial professionals, allows the firm to provide successful, unbiased financial guidance, based solely on the needs and expectations of each client.
Stoker Ostler is headquartered in Mesa, Ariz. For more information, call (480) 890-8088 or visit www.StokerOstler.com.
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