Atlanta - Buckhead

Visit Schwab's Atlanta, GA branch, your local investment firm offering financial services near you.

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Address

3314 Peachtree Road
Atlanta, GA 30326-1001: opens in a new window

We are located just north of Piedmont Road next to The Grand Hyatt in Buckhead

Ample free parking in attached parking lot.

Hours

Mon - Fri: 8:30 a.m. - 5:00 p.m.
Sat - Sun: Closed
Check deposits only. Accepted until 5:00 p.m.

Contacts

Branch phone: 404-364-1920
24/7 support: 800-435-4000

While appointments are suggested, we are happy to assist you at any time during business hours. After-hours meetings are available by appointment only.

Your needs, expertly handled.

Schwab Consultants have one goal: to help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Dan Alexander

VP - Financial Consultant | CFP®

Aaron Bowring

VP - Financial Consultant | AAMS®, CFP®

Jonathan oneal

VP - Financial Consultant

Devin Orr

VP - Financial Consultant | WMCP®

Tyler Sanders

VP - Financial Consultant

Greg Shah

VP - Financial Consultant

Matt Wilson

VP - Financial Consultant

We have one focus: You.

Whether you prefer to manage your own investments or work with a Consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you—ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

Join us for a local workshop.

Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.

See more workshops

Getting Retirement Ready

Nearing retirement? Learn what it takes to plan a retirement that works for you.

1105 HAMMOND DR
ATLANTA, GA 30328

January 13, 2026
10:00 AM - 11:00 AM

Reserve a spot

Why Everyone Needs an Estate Plan

Learn key estate planning concepts that will enable you to take greater control over your assets and better prepare you for a planning conversation with estate professionals.

1075 Peachtree St NE Suite 1
Atlanta, GA 30309

January 13, 2026
12:00 PM - 1:00 PM

Reserve a spot

Financial Planning: Take Control of Your Tomorrow

Learn how a disciplined planning approach can help you build and maintain wealth.

1075 Peachtree St NE Suite 1
Atlanta, GA 30309

January 15, 2026
12:00 PM - 1:00 PM

Reserve a spot

Additional resources

Everything you need to take charge of your finances.

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Schwab Mobile App

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Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

(1025-SM77)

Atlanta - Buckhead

Location Details for Atlanta - Buckhead

Address

Hours

Contacts