Houston - Memorial City
Visit Schwab's Houston, TX branch, your local investment firm offering financial services near you.
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.
Greg Allen
VP - Financial Consultant | CFP®
Kevin Clark
VP - Financial Consultant
Joshua Crader
VP - Financial Consultant
Crockett DuBose
VP - Financial Consultant | MBA
Finn Grant
VP - Financial Consultant
Andrew Lichtenberger
VP - Financial Consultant | CFP®
Mark Okragly
VP - Sr. Financial Consultant | CFP®, CWS®, ChFC®
Jordan Powell
VP - Financial Consultant | MBA
Marcus Reed
VP - Financial Consultant
Jack Salisbury
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.
Automated Investing at Charles Schwab
Investing made easier. Learn about your options for automated investing with human help when you need it.
4200 WESTHEIMER RD STE 100
HOUSTON, TX 77027
November 19, 2025
5:30 PM - 6:30 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
4200 WESTHEIMER RD STE 100
HOUSTON, TX 77027
November 24, 2025
6:00 PM - 7:00 PM
Additional resources
Everything you need to take charge of your finances.
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.
(0225-RXK8)