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.

Joshua Marks
VP - Branch Manager | CRPC®

Scott Antin
VP - Financial Consultant

Preston Blackman
VP - Sr. Financial Consultant | CFP®, CWS®

Grant Bradley
VP - Financial Consultant

Ronald Cappuccio
VP - Sr. Financial Consultant | CWS®, MBA

Gabriel Charney
VP - Financial Consultant

Joseph Gift
VP - Financial Consultant

Derek Kleinman
VP - Financial Consultant

Ryan Knight
VP - Financial Consultant

Joseph Naclerio
VP - Sr. 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.
Join us for a local workshop
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
600 Old Country Road
Garden City, NY 11530
September 17, 2025
5:30 PM - 6:15 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
19 E ELM ST
GREENWICH, CT 06830
September 18, 2025
5:00 PM - 6:00 PM
Automated Investing at Charles Schwab
Investing made easier. Learn about your options for automated investing with human help when you need it.
300 ATLANTIC ST
STAMFORD, CT 06901
September 24, 2025
11:45 AM - 12:45 PM