ROBERT C. WHITFIELD CHARLES SCHWAB & CO., INC. / CHARLES SCHWAB BANK* 457 North Main Street Danbury, CT 06810	TEL: 203-744-6406 FAX: 203-744-6818 robert.whitfield@schwab.com
As a Financial Consultant, Robert Whitfield is an investment professional who is focused on helping clients achieve their financial goals. He works with clients to understand their needs, map out cohesive strategies and provide guidance and advice to help them achieve their investment goals. Financial Credentials Series 7, 63, 65 Securities Licenses Professional Experience V.P.**, Financial Consultant, Charles Schwab, 2003-present 401K Specialist, American Skandia, 1999-2003 Investment Specialist, Union Savings Bank, 1997-1999 Financial Advisor, Prudential Securities, 1995-1997 Education BS, Agriculture, University of Guelph Community & Professional Affiliations Greater New Milford Chamber of Commerce, Board of Directors Greater Danbury Chamber of Commerce, Member At Schwab, we take a disciplined, proactive approach to your future. We listen carefully, work to build trust, monitor your progress and maintain an ongoing dialogue that is focused on the clearly defined goals we're working together to achieve. * Separate but affiliated companies. ** Non-officer position

NEW MILFORD FINANCIAL CONSULTANT ROBERT C. WHITFIELD