Winter Park

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

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Address

633 N Orlando Ave
Winter Park, FL 32789: opens in a new window

We are next to the Olive Garden in Winter Park Village on 1792 between Webster Ave and Gay Road.

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.

Erncy Dumornay

VP - Branch Manager | AAMS®

Giovanni Afanasiev

VP - Financial Consultant | CFP®, RFC®

Kyle Christian

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

Caleb Fenner

VP - Financial Consultant | CFP®

Frank Liccardo

VP - Sr. Financial Consultant | CFP®

Cameron Mauchin

VP - Financial Consultant | CFP®

Brent Russell

VP - Financial Consultant | CFP®

Danielle Starling

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

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)