Pinecrest

Visit Schwab's Orange Village, OH branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Address

511 Park Avenue, Suite 145
Orange Village, OH 44122: opens in a new window

Ample parking available.

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

Please schedule an appointment before visiting so that we may provide you with the best service possible.

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.

James Settle

VP - Branch Manager | CWS®, MBA

Brett Ansberry

VP - Sr. Financial Consultant

Seth Blankenship

VP - Financial Consultant

Daniel Kriz

VP - Financial Consultant | MBA

Brian Kwiatkowski

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

Ian Lippert

VP - Financial Consultant

Todd Lloyd

VP - Sr. Financial Consultant | CFP®, MBA

Grace McBride

VP - Financial Consultant | CFP®

Michael Murray

VP - Financial Consultant | CFP®

Matthew Rains

VP - Sr. Financial Consultant

Clinton Samuel

VP - Financial Consultant | CFP®

John Schubert

VP - Sr. Financial Consultant | AAMS®

Zach Silbermann

VP - 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.

Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

Insights + Ideas

Get market perspectives and commentary.

Schwab Mobile App

One app for all your financial needs.

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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