Jlynn W.

Jlynn W. possesses extensive experience in relationship management and client services, currently serving as the Manager of SRM Wealth Management Services - Advisor Relations at Charles Schwab since August 2021, following a transition from TD Ameritrade Institutional. With a career beginning in 1998, Jlynn held various roles including Senior Relationship Manager and Team Manager at TD Ameritrade Institutional until its conversion to Schwab, as well as positions at Nebraska Iowa Computer Supplies and Kutak Rock. In addition to financial services, Jlynn works as a Travel Specialist for Magical Vacations LLC, creating memorable experiences for clients at Disney and Universal Destinations. Educationally, Jlynn earned a Bachelor's degree in Psychology with a minor in Sociology from the University of Nebraska at Omaha.