Financial Sector

Charles Schwab

I served as creative director on the Charles Schwab account for a few years. During that time, I witnessed how the organization made strategic plans to secure and grow their older, established clientele while also shifted to appeal more to younger prospects, native to digital, and quickly accumulating wealth to invest on their own. Good times. Here are some of the campaigns I helped craft to support Charles Schwab’s efforts.

Charles Schwab

"Put Your Money Where Your ____ Is"

People love to muse on what the next brilliant investment sector might be. However, rarely will people follow through without a nudge. This campaign activated the familiar phrase, "Put Your Money Where Your Mouth Is," to challenge people to introduce and explore the new Schwab Investing Themes.

Charles Schwab

This is Why We Plan

Our insight was simple: planning works. Those investors who created and stuck to a plan had a net worth2.5x higher than those who didn’t. So our simple approach was to show scenarios where there was obviously planning involved.

Charles Schwab

Today Vs. Tomorrow

During the global pandemic, every one - let alone every investor - paid most attention to their short-term needs. But as COVID’s grip eased, it was more okay to think longer term. Leveraging Schwab’s “Own Your Tomorrow” tagline, we pitched offering experiences that truly stayed with people — and required planning.