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.

Tom Vitale
VP - Branch Manager | CWS®

Sabrina Abdelaaty
VP - Financial Consultant

Thomas Allen
VP - Financial Consultant | CFP®

Mayda Alvarado
VP - Financial Consultant | CWS®

Jason Babilonia
VP - Financial Consultant

Nadi Beciri
VP - Financial Consultant | AAMS®

Luca Carlino
VP - Financial Consultant

Brian Criscione
VP - Financial Consultant

Peter Davis
VP - Financial Consultant

Sean Greenhut
VP - Financial Consultant

Michael Iannucci
VP - Financial Consultant

Paul Langiewicz
VP - Financial Consultant | CWS®

Karen Lim
VP - Financial Consultant

George Oviedo
VP - Financial Consultant | CFP®, CWS®

Eric Ramm
VP - Financial Consultant

Elijah Rawls
VP - Financial Consultant

Juan Rodriguez
VP - Financial Consultant

Ned Samuels
VP - Sr. Financial Consultant | AAMS®, CFP®

Gabe Toledo
VP - Financial Consultant | CFP®, CPWA®

Rafael Torres
VP - Financial Consultant

Michael Valenza
VP - Financial Consultant

Ricky Wallace
VP - Financial Consultant | CFP®, MBA
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.
Automated Investing at Charles Schwab
Investing made easier. Learn about your options for automated investing with human help when you need it.
19 E ELM ST
GREENWICH, CT 06830
October 9, 2025
5:00 PM - 6:00 PM
Automated Investing at Charles Schwab
Investing made easier. Learn about your options for automated investing with human help when you need it.
300 ATLANTIC ST
STAMFORD, CT 06901
October 22, 2025
11:45 AM - 12:45 PM
7 Fundamentals You Need for Investing Success
Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.
72-19 Austin St
Forest Hills, NY 11375
October 22, 2025
5:30 PM - 6:15 PM
Additional resources
Everything you need to take charge of your finances.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.
(0225-RXK8)