Birmingham

Visit Schwab's Mountain Brook, AL branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Location Details for Birmingham

Address

3000 Cahaba Village Plaza, Suite #130
Mountain Brook, AL 35243-5956: opens in a new window

We are conveniently located on Hwy 280, 1.5 miles north west of the Summit Shopping Center in Mountain Brook.

Ample free parking in attached parking lot from 8:30-11:30 and 1:30-5:00.

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.

Matthew Bungo

VP - Branch Manager | CFP®, CWS®

Kate Amdall

VP - Financial Consultant | CWS®

Michael Haughery

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

Jeff Hinrichs

VP - Financial Consultant | CFP®

Lamar Jester

VP - Sr. Financial Consultant

James Mounier

VP - Financial Consultant

Dalton Patty

VP - Financial Consultant

William Shaw

VP - Sr. Financial Consultant | 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

Automated Investing at Charles Schwab

Investing made easier. Learn about your options for automated investing with human help when you need it.

3000 Cahaba Village Plaza Suite #130
Mountain Brook, AL 35243

December 5, 2025
10:00 AM - 11:00 AM

Reserve a spot: opens in a new window

Getting Retirement Ready

Nearing retirement? Learn what it takes to plan a retirement that works for you.

3000 Cahaba Village Plaza Suite #130
Mountain Brook, AL 35243

February 6, 2026
10:00 AM - 11:00 AM

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)