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

Sarasota

Visit Schwab's Sarasota, FL branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Address

100 University Town Center Drive
Sarasota, FL 34243: opens in a new window

As you make the turn to go eastbound onto University Town Center Dr. from Cattleman Rd, the Charles Schwab building is on the immediate left. Continue east (about 2/10 of a mile) around the bend and make the first left . This short road will take you to the Charles Schwab Parking lot.

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. After-hours meetings are available by appointment only.

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

Brenton Hunter

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.

See more workshops

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

September 10, 2025
10:00 AM - 11:00 AM

Reserve a spot: opens in a new window

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

September 24, 2025
10:00 AM - 11:00 AM

Reserve a spot: opens in a new window

Automated Investing at Charles Schwab

Investing made easier. Learn about your options for automated investing with human help when you need it.

12580 UNIVERSITY DR., #100
FORT MYERS, FL 33907

October 8, 2025
10:00 AM - 11:00 AM

Reserve a spot: opens in a new window

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.

(0225-RXK8)