Atlanta - Cobb County

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

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Location Details for Atlanta - Cobb County

Address

3260 Walton Riverwood Lane
Atlanta, GA 30339: opens in a new window

We are located inside the perimeter just south of Cumberland Mall off Cobb Parkway/GA 4.

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.

David Rosenfeld

VP - Branch Manager | AAMS®, CWS®, FPQP®

James Adams

VP - Financial Consultant

Zach Aumage

VP - Sr. Financial Consultant | CFP®, CWS®

Bari Beilinson

VP - Financial Consultant | CFP®

Ryan Freimuth

VP - Financial Consultant | CFP®

Mark Jenkins

VP - Financial Consultant | CFP®

David Mattox

VP - Sr. Financial Consultant | CFP®

Manga Rau

VP - Financial Consultant | AAMS®, AWMA®, CFP®

Lily Wittwer

VP - Financial Consultant

Jos Worrell

VP - Financial Consultant | CFP®, CWS®, 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.

See more workshops

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.

1075 Peachtree St NE Suite 1
Atlanta, GA 30309

October 23, 2025
12:00 PM - 1:00 PM

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Fixed Income (Product-Specific)

Fixed Income topic within Wealth & Asset Management Product Specific – Virtual & In-Person Email Invite - EML125021

1105 Hammond Drive
Sandy Springs, GA 30328

October 29, 2025
12:00 PM - 1:00 PM

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Build a Strong Investing Foundation

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

1201 PEACHTREE ST NE STE 400A
ATLANTA, GA 30361

October 30, 2025
12:00 PM - 1:00 PM

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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.

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