Dallas - North Dallas

Visit Schwab's Dallas, TX branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Address

5100 Belt Line Rd., Ste #852
Dallas, TX 75254: opens in a new window

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

Appointments are encouraged so that we may provide you with the best service possible.

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.

Patrick Means

VP - Branch Manager | CWS®, MBA

Swati Kumar

VP - Financial Consultant | CFP®

Blake Nelson

VP - Financial Consultant | CFP®

Krystal Nguyen

VP - Financial Consultant | CFP®

Bradley Perry

VP - Financial Consultant | CFP®, CFS®

James Riefe

VP - Financial Consultant | AAMS®, CIMA®, CWS®

John Robinson

VP - Financial Consultant | CFP®, MBA

Brian Rogers

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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