Potomac

Visit Schwab's Potomac, MD branch, your local investment firm offering financial services near you

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Address

12435 Park Potomac Ave, Suite R-3
Potomac, MD 20854: opens in a new window

We are located in the Park Potomac Town Center, Exit 4B off of 270.

Street parking is available, as well as, validation in the garage behind the building.

Hours

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

Contacts

While appointments are suggested, we are happy to assist you at any time during business hours.

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.

Jonas Rodriguez-Jones

VP - Branch Manager | CFP®

Ana Andonie

VP - Financial Consultant | MBA

Mary Bottella

VP - Assistant Branch Manager | MBA

Nick Garcia

VP - Financial Consultant

Rodney Gillespie

VP - Financial Consultant

Beau Hall

VP - Financial Consultant

Alison Wilmore

VP - Financial Consultant

Drew Woolery

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.

Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

Insights + Ideas

Get market perspectives and commentary.

Schwab Mobile App

One app for all your financial needs.

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)