Charles Schwab

The Schwab Starter Kit Social Campaign

PAID SOCIAL ✹ CONTENT CREATION ✹ PRODUCT LAUNCH ‍ ✹ VIDEO PRODUCTION ✹ COMEDIC TIMING

Financial services content isn't exactly what most people open TikTok hoping to see. To help Charles Schwab connect with a younger audience, my copywriting partner and I developed a series of platform-native social concepts designed to make complex financial topics feel approachable, entertaining, and shareable.

Rather than adapting traditional advertising for social, we built the campaign around the behaviors, humor, and visual language that were already defining TikTok culture. To maintain authenticity, we even filmed a number of the videos ourselves, embracing the platform's lo-fi aesthetic and creator-driven style instead of relying on polished commercial production. The result was educational content that felt native to users' feeds while helping Schwab engage a new generation of investors in a fun and unexpected way.

My performance as the eyes and lips in
this video was apparently enough to earn an invitation to join SAG.

SAD: Laine Dorsey
CW: Grace Green
CD: Julia Melle and Terence Reynolds

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