Charlotte

Visit Schwab's Charlotte, NC branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Address

4529 Sharon Road
Charlotte, NC 28211-3521: opens in a new window

We are located across from Southpark Mall on Sharon Rd. between Fairview and Morrison.

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.

Corey Barnes

VP - Branch Manager | CFP®, CWS®, MBA

Matt Aument

VP - Financial Consultant | CFP®

Jordan Brown

VP - Financial Consultant

Matthew Jarrett

VP - Financial Consultant | CFP®

Matthew Jones

VP - Sr. Financial Consultant

Brady Koesel

VP - Financial Consultant

Brandon Miller

VP - Assistant Branch Manager | CRPC®

David Nantau

VP - Financial Consultant

Brian Seidenwand

VP - Financial Consultant | CFP®

Kyle Shanaberger

VP - Financial Consultant | CFP®

Sam Vazeen

VP - Financial Consultant

Jason Weis

VP - Financial Consultant | CFP®

Douglas Woodruff

VP - Sr. 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.

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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