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.

Michael Continelli
VP - Branch Manager | CFP®

Joanne Bolden
VP - Assistant Branch Manager | CFP®

Chauncey Carter
VP - Financial Consultant | CFP®, MSF

Tim Killea
VP - Financial Consultant | CFP®

Ken Liskey
VP - Sr. Financial Consultant | MBA

Dana LoMonaco
VP - Financial Consultant

Colleen Lotto
VP - Financial Consultant | CFP®

Michael Maniscalco
VP - Sr. Financial Consultant

Shane McMahon
VP - Financial Consultant | CFA®, MBA

Ed Nescio
VP - Financial Consultant | CFP®

Joseph Panaccio
VP - Financial Consultant

Ryan Schwab
VP - Financial Consultant | CFP®

Tiger Stidnick
VP - Financial Consultant

Andrew Tompkins
VP - Financial Consultant | CFP®

Kathleen Zarella
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.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.
(1025-SM77)
