Houston - Galleria

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

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Address

4200 Westheimer Rd, Suite 100
Houston, TX 77027: opens in a new window

We are located .5 miles east of 610 loop on Westheimer Rd on the northeast corner of Westheimer and Mid Lane on the ground floor. Access the Schwab office through the main building lobby.

Parking lot with designated Schwab spots in front of the main entrance. Additionally, there is a parking garage behind the building and we will validate for parking there.

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.

Matt Foshee

VP - Branch Manager | CWS®, MBA

Darius Uche

VP - Assistant Branch Manager | CWS®

Viola Ashmawee

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

Tim Brookshire

VP - Sr. Financial Consultant

Vicki Byrd

VP - Sr. Financial Consultant | CFP®

Casey Cagle

VP - Financial Consultant

Christopher Copley

VP - Sr. Financial Consultant

Omar Daoud

VP - Financial Consultant

Usama Khan

VP - Financial Consultant | AAMS®

Trisha Newberry

VP - Financial Consultant

Ashley Pena

VP - Financial Consultant

Tricia Preston

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

Brandon Schmitt

VP - Financial Consultant | AWMA®

Jay Wilson

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

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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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