Morristown

Visit Schwab's Morristown, NJ branch, your local investment firm offering financial services near you

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Address

20 North Park Place
Morristown, NJ 07960-7108: opens in a new window

We are located in the heart of downtown Morristown in the center of North Park Place, directly across from the historic Morristown Green.

Parking available in Morristowon Municipal parking facilities.

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.

Dan Marsh

VP - Branch Manager | MBA

Patsy Chianca

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

Nick De Pinto

VP - Sr. Financial Consultant | CFP®

Allan Gu

VP - Sr. Financial Consultant

Michael Pagan

VP - Financial Consultant

Daisy Pearson

VP - Financial Consultant

Frederick Redmond III

VP - Financial Consultant

Gregory Yaksta

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.

See more workshops

7 Fundamentals You Need for Investing Success

Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.

72-19 Austin St
Forest Hills, NY 11375

October 22, 2025
5:30 PM - 6:15 PM

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Additional resources

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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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