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.

Sam Reed
VP - Branch Manager | MBA

Mike Musto
VP - Assistant Branch Manager | AAMS®

Steven Becker
VP - Financial Consultant

Anthony Beharry
VP - Financial Consultant

Laticia Bourne
VP - Financial Consultant

Christopher Bygrave
VP - Financial Consultant | CRPC®

Dominique Cooper
VP - Financial Consultant

Dan D'Elia
VP - Financial Consultant | CFP®

Phil DeCandido
VP - Sr. Financial Consultant | CWS®

Daniel Devine
VP - Financial Consultant

Michael Ferrugio
VP - Financial Consultant

Rob Graham
VP - Sr. Financial Consultant

Saira Khan
VP - Financial Consultant | MBA

Mevlan Mata
VP - Financial Consultant

Daniel Pak
VP - Financial Consultant

Gabriela Reyes
VP - Financial Consultant

Jonathan Valdez
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.
350 Millburn Ave
Millburn, NJ 07041
December 17, 2025
10:00 AM - 11:00 AM
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)
