Sarasota
Visit Schwab's Sarasota, FL branch, your local investment firm offering financial services near you
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.
Brad Rodgers
VP - Branch Manager | CFP®
Stephen Cetrulo
VP - Sr. Financial Consultant | AAMS®
Kevin DiChillo
VP - Financial Consultant
Corey Elliott
VP - Financial Consultant | CFP®
David Haertel
VP - Financial Consultant
Nathan Johnson
VP - Sr. Financial Consultant | CFP®
Alex Lallman
VP - Financial Consultant
Ansur Mazhar
VP - Financial Consultant
Jonathan Mefford
VP - Financial Consultant
Bobby Osborne
VP - Financial Consultant
Antonio Perlain
VP - Financial Consultant
Matt Petersen
VP - Financial Consultant
Ashley Spradley
VP - Financial Consultant
Andrea Stephenson
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.
12580 UNIVERSITY DR., #100
FORT MYERS, FL 33907
October 22, 2025
10:00 AM - 11:00 AM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
12580 UNIVERSITY DR., #100
FORT MYERS, FL 33907
October 22, 2025
10:00 AM - 11:00 AM
7 Fundamentals You Need for Investing Success
Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.
12580 UNIVERSITY DR., #100
FORT MYERS, FL 33907
November 5, 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)