Atlanta - Buckhead

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

Request appointment: opens in a new window

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: Accepted until 5:00 p.m.

Contacts

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.

Adam Heatley

VP - Branch Manager | CWS®

Dan Alexander

VP - Financial Consultant | CFP®

Aaron Bowring

VP - Financial Consultant | AAMS®, CFP®

Nicholas Clendenin

VP - Financial Consultant | CFA®, MBA

Jonathan oneal

VP - Financial Consultant

Robert Robinson

VP - Financial Consultant

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

Financial Planning: Take Control of Your Tomorrow

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

3314 PEACHTREE RD NE
ATLANTA, GA 30326

August 26, 2025
4:00 PM - 5:00 PM

Reserve a spot: opens in a new window

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.

3314 PEACHTREE RD NE
ATLANTA, GA 30326

September 2, 2025
4:00 PM - 5:00 PM

Reserve a spot: opens in a new window

Build a Strong Investing Foundation

Get familiar with basic investment concepts and the key building blocks for a solid investing plan.

3314 PEACHTREE RD NE
ATLANTA, GA 30326

September 4, 2025
12:00 PM - 1:00 PM

Reserve a spot: opens in a new window

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)