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Branded Content | Managing Your Wealth

Developing and then iterating the Charles Schwab Managing Your Wealth original audio vignette series stands as a highlight of my career.

The financial category isn't known to be the most thrilling, but it provides a wonderful challenge full of legal restrictions and transforming complex topics into simple takeaways.

Over the years, we created hundreds of locally-voiced audio vignettes, starring real-life Charles Schwab Financial Advisors. Each 90-second vignette answered key financial questions, and finished with a call-to-action to visit the FC at their local branch, helping the massive institution develop its local foothold.

My Role - Integrated Marketing Strategy, Project Management


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