Charles Schwab

Strategies for the creation, growth & preservation of wealth

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Austin Financial Services is a full service investment banking and consulting firm, with specialization in the community banking industry. With locations in Ohio and North Carolina we have served clients all over the country, and members of our organization have spoken before numerous state and national industry groups.Founded in 1967 by Dr. Douglas V. Austin, AFSI continues to assist our clients with mergers and acquisitons, stock valuations, strategic planning, branch feasibility studies, director training, De Novo charters and branches, management evaluations and searches and special projects. AFSI also has a publications division with books offered that over the years have provided invaluable education and assitance to directors and management of community financial institutions.Craig D. Bernard is president of AFSI and brings his years of experience in the banking industry to meet the individual needs of each client organization. Mr. Bernard has a B.S. in Finance from Indiana University and an M.B.A from The University of Toledo. He started his banking career at Banc One in Columbus, Ohio and has been working with community financial institutions since 1983.