08/25/2025: In observance of the upcoming holiday, the branch will be closed on Monday, September 1.

Bethesda

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

Request appointment: opens in a new window

Address

7401 Wisconsin Ave, Suite 100
Bethesda, MD 20814-3400: opens in a new window

Our branch is located near the corner of Wisconsin and East-West Highway across from the Metro.

We can validate parking in the Crescent Parking Garage-entrance directly behind office off Montgomery Ave

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.

Jonas Rodriguez-Jones

VP - Branch Manager | CFP®

Rob Boies

VP - Financial Consultant

Mary Bottella

VP - Assistant Branch Manager | MBA

David Bubb

VP - Financial Consultant

Giselle Colavita

VP - Financial Consultant | AAMS®

Trevor Corey

VP - Financial Consultant

Mitchell Davis

VP - Financial Consultant | CFP®

Scott Loney

VP - Financial Consultant

Matt Parmelee

VP - Financial Consultant | CFP®, CWS®

Garrett Snell

VP - Financial Consultant | CFP®

Ari Strait

VP - Sr. 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.

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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