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.

Jeffrey Hoelderlin
VP - Branch Manager | CWS®

Antonio Alves
VP - Financial Consultant | MBA

Kyle Asmann
VP - Financial Consultant

Greg Carnes
VP - Financial Consultant

Christopher Davis
VP - Financial Consultant

Rachel Harrison
VP - Assistant Branch Manager

Scott Jeamel
VP - Sr. Financial Consultant | AAMS®

Keith Pelkey
VP - Sr. Financial Consultant | CFP®, CIMA®, MBA

Hans Raymond
VP - Sr. Financial Consultant | CFP®

Tim Ressler
VP - Financial Consultant | CFP®, CPWA®

Odysseus Rethis
VP - Financial Consultant | CFP®, CIMA®

Nathan Stephens
VP - Sr. Financial Consultant

Ben Swain
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.
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.
300 ATLANTIC ST
STAMFORD, CT 06901
September 10, 2025
11:45 AM - 12:45 PM
Automated Investing at Charles Schwab
Investing made easier. Learn about your options for automated investing with human help when you need it.
300 ATLANTIC ST
STAMFORD, CT 06901
September 24, 2025
11:45 AM - 12:45 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
300 ATLANTIC ST
STAMFORD, CT 06901
October 8, 2025
11:45 AM - 12:45 PM