Southlake

Visit Schwab's Southlake, TX branch, your local investment firm offering financial services near you

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Address

1524 E. Southlake Blvd
Southlake, TX 76092-6421: opens in a new window

Located in the Southlake Town Square on the east side of Central on Southlake Blvd. Our neighbors are Jared Jewelers and the AT&T store.

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.

Justin Boyd

VP - Sr. Financial Consultant

Marcelo Castaneda

VP - Sr. Financial Consultant

Andrew Cronk

VP - Assistant Branch Manager

Amy Dowell

VP - Sr. Financial Consultant | CWS®

Eric Eichman

VP - Financial Consultant

David Fern

VP - Sr. Financial Consultant | CWS®

Jordan Hyles

VP - Financial Consultant

Catherine Miller

VP - Financial Consultant | CFP®

Charles O'Shel

VP - Sr. Financial Consultant | CFP®

Jean Paryl

VP - Sr. Financial Consultant | CWS®

Antonio Rodriguez

VP - Financial Consultant | AAMS®, CFP®, CPWA®, MBA

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

Build a Strong Investing Foundation

Get familiar with basic investment concepts and the key building blocks for a solid investing plan.

1524 E. Southlake Blvd
Southlake, TX 76092

August 29, 2025
10:00 AM - 11:00 AM

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Additional resources

Everything you need to take charge of your finances.

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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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