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First Command Charlotte
Avery Schaefer
First Command Financial Advisor
Contact
(704) 248-8799
(704) 910-3026
5821 Fairview Rd
Ste 207
Charlotte, North Carolina, 28209
About Avery
Avery Schaefer joined First Command Financial Services as a Financial Advisor in April 2021. She is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.
A graduate of The University of North Carolina at Charlotte with a Bachelor’s degree in International Studies and Spanish, Avery holds Series 66 and 7 securities licenses plus life and health insurance licenses in North Carolina, South Carolina, and Florida.
Avery is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves.
In her free time, Avery enjoys cooking, traveling, and volleyball.
Active in her community, Avery is a volunteer for LOT Carolinas.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
A graduate of The University of North Carolina at Charlotte with a Bachelor’s degree in International Studies and Spanish, Avery holds Series 66 and 7 securities licenses plus life and health insurance licenses in North Carolina, South Carolina, and Florida.
Avery is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves.
In her free time, Avery enjoys cooking, traveling, and volleyball.
Active in her community, Avery is a volunteer for LOT Carolinas.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Avery Focuses in:
- Comprehensive financial planning
- Investment strategies
- Debt management
CLIENT STORIES
As a mission-driven organization serving those who serve our country, nothing makes us prouder than making a difference in the lives of our client families.
Diligent
Through her diligent efforts, our family feels better prepared for the future…
Amazing
Avery is an amazing advisor to work with
Trustworthy
I trust her and I want to support her.
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.