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First Command Charlotte

Avery Schaefer

First Command Financial Advisor
Contact
(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.”
Avery Focuses in:
  • Comprehensive financial planning
  • Investment strategies
  • Debt management