Carol Georgi

Carol Georgi is a Client Services Specialist for 1900 Wealth.

She is responsible for opening accounts for new clients, assisting existing clients with their requests, and overseeing the various aspects of the alternative investment platform, 1900 Direct Series, LLC.

Carol is a member of Community Bible Church Bulverde (MyCBCB) and enjoys participating in various Life Groups and Bible studies. A “born-and-raised” Texan, Carol and her husband enjoy spending time with their daughter and granddaughter.

1900 Broadway, Suite 900
San Antonio, TX 78215

PHONE: (210) 736-7770

DISCLAIMER AND PRIVACY POLICY
FORM CRS

1900 Wealth products are not FDIC insured, may lose value and are not bank guaranteed.

These materials have been independently produced by 1900 Wealth. 1900 Wealth is independent of, and has no affiliation with, Schwab Performance Technologies®, (“SPT”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like 1900 Wealth. 1900 Wealth, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.
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