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

Boca Raton

Visit Schwab's Boca Raton, FL branch, your local investment firm offering financial services near you

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Address

150 E. Palmetto Pk. Rd., Suite #100
Boca Raton, FL 33432-4808: opens in a new window

Our branch is a short walk away from beautiful Mizner Park in downtown Boca Raton.

We are on the first floor of the Bank of America building. There is limited parking on the south side of the building. Our parking garage is located one building south in Palmetto Place Condominiums. The

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.

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.

Olivier Guerin

VP - Branch Manager | CWS®

Lee Fine

VP - Sr. Financial Consultant

Nico Fiume

VP - Sr. Financial Consultant | CFP®

Ben Gassman

VP - Financial Consultant | CFP®

Gary Hettler

VP - Financial Consultant | AAMS®

Spencer Humbles

VP - Sr. Financial Consultant | CFP®

Nick Locastro

VP - Financial Consultant

David Messina

VP - Financial Consultant

Ryan Pakzad

VP - Financial Consultant | MBA

Jenny Rothstein

VP - Sr. Financial Consultant | CFP®

David Shoemake

VP - Financial Consultant | CFP®

Charles Wicke

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.

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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