08/25/2025: In observance of the upcoming holiday, the branch will be closed on Monday, September 1.

Portland, OR

Visit Schwab's Portland, OR branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Address

820 SW Morrison Street
Portland, OR 97205: opens in a new window

We have two locations where we validate parking: Under the Park Ave building where Schwab is located. Garage entrance is located on the eastside of the building (directly across from Nordstrom at SW Morrison St) or at nearby Smart Park, entrance located at: 730 SW 10th Ave. Schwab's lobby entrance on street level is located on the northside of the building facing SW Morrison St (please look for the blue Schwab sign).

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.

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.

Erick Ibarra

VP - Branch Manager | CFP®, CWS®, MBA

Jason Burke

VP - Sr. Financial Consultant | CFP®

Todd Caldwell

VP - Financial Consultant | CFP®, CFS®, CWS®

Michael Eaton

VP - Financial Consultant | CFP®, ChFC®

Wayne Janicki

VP - Sr. Financial Consultant | CFA®, CFP®, CMT®

Zack Mullnix

VP - Financial Consultant

Denise Patridge

VP - Sr. Financial Consultant | CFP®

Ben Piff

VP - Financial Consultant | CFP®

Jeremy Post

VP - Financial Consultant

Kent Rudisill

VP - Financial Consultant

Matthew Stack

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.

Additional resources

Everything you need to take charge of your finances.

Forms + Applications

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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.

(0225-RXK8)