Dallas - Park Cities

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

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Address

8401 N Central Expy, Suite #110
Dallas, TX 75225-4403: opens in a new window

We are located on the southwest corner of Northwest Highway and Central Expressway. We are next door to The Cheesecake Factory, just to the south of Northpark Mall.

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 4:30 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

Mathew Ahmad

VP - Sr. Financial Consultant | CFP®

Sean Capuano

VP - Financial Consultant | CFP®, ChFC®, MBA

Jason Dugdale

VP - Financial Consultant | MBA, PFS

Lathen Hardy

VP - Financial Consultant | MBA

Ashley Holliday

VP - Financial Consultant | CFP®

Luke Mayer

VP - Financial Consultant | CFP®

Tim McDonald

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

Shawn Montague

VP - Financial Consultant | CFP®, CTFA, MBA

Carissa Roitsch

VP - Financial Consultant

David Russakov

VP - Sr. Financial Consultant

Lisette Treske

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.

Join us for a local workshop

Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.

See more workshops

Build a Strong Investing Foundation

Get familiar with basic investment concepts and the key building blocks for a solid investing plan.

1524 E. Southlake Blvd
Southlake, TX 76092

August 29, 2025
10:00 AM - 11:00 AM

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Additional resources

Everything you need to take charge of your finances.

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Schwab Accounts

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Schwab Mobile App

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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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