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.

Tom Vitale
VP - Branch Manager | CWS®

Sabrina Abdelaaty
VP - Financial Consultant

Thomas Allen
VP - Financial Consultant | CFP®

Mayda Alvarado
VP - Financial Consultant | CWS®

Jason Babilonia
VP - Financial Consultant

Nadi Beciri
VP - Financial Consultant | AAMS®

Luca Carlino
VP - Financial Consultant

Brian Criscione
VP - Financial Consultant

Peter Davis
VP - Financial Consultant

Sean Greenhut
VP - Financial Consultant

Michael Iannucci
VP - Financial Consultant

Paul Langiewicz
VP - Financial Consultant | CWS®

Karen Lim
VP - Financial Consultant

Monica Malta
VP - Assistant Branch Manager

George Oviedo
VP - Financial Consultant | CFP®, CWS®

Eric Ramm
VP - Financial Consultant

Elijah Rawls
VP - Financial Consultant

Juan Rodriguez
VP - Financial Consultant

Ned Samuels
VP - Sr. Financial Consultant | AAMS®, CFP®

Gabe Toledo
VP - Financial Consultant | CFP®, CPWA®

Rafael Torres
VP - Financial Consultant

Michael Valenza
VP - Financial Consultant

Ricky Wallace
VP - Financial Consultant | CFP®, MBA
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.
Build a Strong Investing Foundation
Get familiar with basic investment concepts and the key building blocks for a solid investing plan.
50 W Jericho Turnpike
Huntington Station, NY 11746
September 3, 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.
300 ATLANTIC ST
STAMFORD, CT 06901
September 10, 2025
11:45 AM - 12:45 PM
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