Morgan:
Hey, Dad…?
Greg:
Yes?
Morgan:
Can you come here?
ON SCREEN TEXT:
Morgan Oxley
3rd Generation Schwab Client
Greg and Morgan Oxley are clients of Schwab and were not compensated for their comments.
Your experience at Schwab may differ, and there’s no guarantee of success.
Morgan:
Do you remember when, my senior year of high school, the state championship, my final race…
ON SCREEN TEXT:
Greg Oxley
2nd Generation Schwab Client
Greg:
I remember it vividly, I was in the stands.
Morgan:
I was the second leg of the race. Grandad was officiating just a lane away.
Voiceover:
"Morgan Oxley, the senior.
That's a big leg for them.
That’s huge."
Morgan:
And then you touched the wall...
You want to know how fast I went—
Greg:
It was fast!
Morgan:
—And you get out of the water. And grandad was right there.
You know, he didn't want to show any favoritism,
he just could not help himself but smile,
and kind of give me a nod like, you did it.
You did it. I'm proud.
Greg:
Mom would be proud of you, too, that's for sure. Yeah.
Greg:
Granddad was really the leader of the family. And when granddad passed away…
Morgan:
Yeah, it was traumatic.
Greg:
It was time for you and me to be together.
Morgan:
Now, I feel that you're the center of the family.
Greg:
I'm bridging a generation.
It all started with granddad.
And he did a great lead off leg.
He really started with nothing, right?
And we know he worked hard and granddad had an account with Schwab before there were branches in the area.
After he passed away, the torch has been passed to me.
And my advisor Jennifer, I really felt that she was with me on the journey.
Be it, helping with the estate distribution,
you know, with the two grandchildren, planning for their college educations.
And these milestones, recently, of retirement.
Morgan:
A lot of it's about trust.
Greg:
Yeah. Investing is a relay race, passing the torch, right? Forever.
Someday it'll be their turn.
I don't know if I'll be around, but I'll be watching from another place,
with the lead off person — My dad.
ON SCREEN TEXT:
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