Scottsdale - North

Visit Schwab's Scottsdale, AZ branch, your local investment firm offering financial services near you

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Location Details for Scottsdale - North

Address

20301 North Hayden Road, Suite #115
Scottsdale, AZ 85255-5454: opens in a new window

Our Branch is located on the Southeast corner of Hayden Road and Thompson Peak Parkway just 1 1/2 miles north of the 101 Freeway (Exit 35).

Ample free parking in attached 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.

Charles Choe

VP - Branch Manager | CFP®, CWS®

Omeed Assadi

VP - Financial Consultant | CFP®

Danny Barry

VP - Financial Consultant | CFP®

Max Brand

VP - Financial Consultant | CFP®

Max Cocreham

VP - Financial Consultant

Preston Friarson

VP - Financial Consultant

Todd Hoeder

VP - Sr. Financial Consultant | CWS®

Brett Lungaretti

VP - Financial Consultant

Ryan Pozniak

VP - Financial Consultant | CFP®

Mark Schwelling

VP - Sr. Financial Consultant | MBA

Fredric Susser

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

Patrick Walstad

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

Spencer Weaver

VP - Financial Consultant

Devyn Wirth

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

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Schwab Accounts

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Schwab Mobile App

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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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