Alpharetta
Visit Schwab's Alpharetta, GA branch, your local investment firm offering financial services near you.
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.
David Rosenfeld
VP - Branch Manager | AAMS®, CWS®, FPQP®
Abigail Adeleke
VP - Financial Consultant
Thomas Arundale
VP - Financial Consultant
Arturo Aviles
VP - Financial Consultant
Jackson Bentz
VP - Financial Consultant | CFP®
Sarah Glover
VP - Sr. Financial Consultant | CFP®
Logan Gorman
VP - Financial Consultant | WMCP®
Paul Kidder
VP - Sr. Financial Consultant
Kyle LaCivita
VP - Financial Consultant
Stephen Marcopulos
VP - Financial Consultant | CFP®
Steven Marcu
VP - Financial Consultant
Payton Murphy
VP - Financial Consultant
Matthew Simmons
VP - Financial Consultant | CFP®
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.
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.
1105 HAMMOND DR
ATLANTA, GA 30328
December 10, 2025
12:00 PM - 1:00 PM
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
December 11, 2025
12:00 PM - 1:00 PM
Getting Retirement Ready
Nearing retirement? Learn what it takes to plan a retirement that works for you.
1105 HAMMOND DR
ATLANTA, GA 30328
December 17, 2025
12:00 PM - 1:00 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.
(1025-SM77)