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.

Amanda Miller
VP - Branch Manager | CFP®

Michael Hornek
VP - Sr. Financial Consultant | AAMS®, CFP®

Tyler Hutchens
VP - Financial Consultant

Kenneth Long
VP - Financial Consultant | CFP®

Adam Parker
VP - Financial Consultant | CFP®

Thiago Pinheiro
VP - Financial Consultant | CFP®, ChFC®

Kyle Roser
VP - 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.
Estate Planning Trusts (WM Topic)
Estate Planning Trusts topic within Wealth Management Topics Virtual & In-Person Invite - EML125020
12 E Washington St
Greenville, SC 29601
September 16, 2025
12:00 PM - 1:00 PM
Senior Care Planning (WM Topic)
Senior Care Planning topic within Wealth Management Topics Virtual & In-Person Invite - EML125020
12 E Washington St
Greenville, SC 29601
September 18, 2025
12:00 PM - 1:00 PM
Why Everyone Needs an Estate Plan
Learn key estate planning concepts that will enable you to take greater control over your assets and better prepare you for a planning conversation with estate professionals.
1655 Hendersonville Road
Asheville, NC 28803
September 15, 2025
11:00 AM - 12:00 PM