We have a dedicated team of professionals to serve the needs of financial professionals, advisors, intermediaries and individual investors. You can find the contact information below, or contact our sales desk at 1-877-824-5615.
We look forward to speaking with you.
Phil Heyer | Regional Investment Consultant | Office: 720-418-2874 | Phillip.Heyer@schwab.com
For general inquiries, please call 1-877-824-5615.
RIA Sales Management
Greg Laurence CIMA®, CFP® | Managing Director | Office: 312-517-4025 | Greg.Laurence@schwab.com
Your Schwab Regional Directors | Download Regional Contact Map
Laura McDowell
Regional Director
Office: 415-667-6322
Laura.McDowell@schwab.com
Dan Brascetta
Regional Investment Consultant
Office: 720-418-4946
Dan.Brascetta@schwab.com
Sergio Lovato CIMA®, AIF®
Regional Director
Office: 720-418-2183
Sergio.Lovato@schwab.com
Tyson Schwartz
Regional Investment Consultant
Office: 720-418-4251
Tyson.Schwartz@schwab.com
Chris Ellis
Regional Director
Office: 312-931-1445
Chris.Ellis@schwab.com
Tyson Schwartz
Regional Investment Consultant
Office:720-418-4251
Tyson.Schwartz@schwab.com
Jake King
Regional Director
Office: 617-261-7978
Jake.King@schwab.com
Ned Seitler, AIF®
Regional Investment Consultant
Office: 516-584-6861
Ned.Seitler@schwab.com
Paul Scudellari, CFP®
Regional Director
Office: 404-364-3072
Paul.Scudellari@schwab.com
Ned Seitler, AIF®
Regional Investment Consultant
Office: 516-584-6861
Ned.Seitler@schwab.com
Call 1-800-435-4000 or visit Schwab.com.
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