Charles Schwab Independent Branch - Greenville

Charles Schwab Independent Branch - Greenville As a Sr. Financial Consultant with the Charles Schwab Greenville, Texas Independent Branch, it’s my job to help you create a better financial life.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing guidance unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern ap

proach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results can come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 903-355-2574 or email me at: [email protected]. Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

Good Monday morning!  Why not start the week with the latest from our Washington Wise Mike Townsend.  This week he talks...
11/03/2025

Good Monday morning! Why not start the week with the latest from our Washington Wise Mike Townsend. This week he talks about how the stock market’s bull run keeps going...but so do investors’ emotions. His best counsel? Now is the time to get your plan in shape, take control of your emotions, and keep your portfolio on track. Follow the link and give him a listen AND have a wonderful week!

The stock market’s bull run keeps going, but so do investors’ emotions. Now is the time to get your plan in shape, take control of your emotions, and keep your portfolio on track.

Friday Fun Fact:  It's National Knock Knock Joke Day!  Who doesn't love a good clean laugh and Knock Knock's will do it ...
10/31/2025

Friday Fun Fact: It's National Knock Knock Joke Day! Who doesn't love a good clean laugh and Knock Knock's will do it most every time ;=o)
"Knock, knock.
Who’s there? Tank.
Tank who? You’re welcome."
What's your favorite Knock Knock Joke? Tell us and then have a fantastic Friday!

Friday Fun Fact: The 3rd Friday of October is always National Mammography Day!  We are blessed in Greenville to have sta...
10/17/2025

Friday Fun Fact: The 3rd Friday of October is always National Mammography Day! We are blessed in Greenville to have state of the art mammography equipment and amazing staff thanks to Hunt Regional's Foundation and their Bras for the Cause fundraiser each year with the "B**b Tube" theme. The picture shows just a few of the amazing entries from last Thursday evenings event. My personal favorite was Janeen Cunninghams "Meet the press". Haven't had your mammogram this year? Get one scheduled AND have a fantastic Friday!
https://bit.ly/47azFH5

Wednesday Wisdom for today comes from Willis R. Whitney and I believe it applies to women as well ;=o)
10/15/2025

Wednesday Wisdom for today comes from Willis R. Whitney and I believe it applies to women as well ;=o)

Monday mornings are always better with our own Washington Wise Mike Townsend :=o)His latest podcast addresses concerns m...
10/13/2025

Monday mornings are always better with our own Washington Wise Mike Townsend :=o)
His latest podcast addresses concerns many investors have: the market has been on a tear since April, undeterred by inflation, tariffs, rising unemployment, and now, the government shutdown. How long can it shrug off these challenges? Follow the link below to find out AND have a magnificent Monday!

The market has been on a tear since April, undeterred by inflation, tariffs, rising unemployment, and now, the government shutdown. But how long can it shrug off these challenges?

Friday Fun Fact: It's Zahn McClarnon's birthday!  I am a fan and have seen him in many television or streaming shows and...
10/10/2025

Friday Fun Fact: It's Zahn McClarnon's birthday! I am a fan and have seen him in many television or streaming shows and a couple of movies. Don't know who he is? Check out more information by following this link: https://bit.ly/47kl5hu
Check out the series "Dark Winds" or watch him in "The Silencing" and have a wonderful weekend!

10/09/2025

Awww…this is awesome 🥰Happy Anniversary Theater - Lobby cafe!!!

Wednesday Wisdom this week comes from Confucious.  While I am not really a follower of Eastern wisdom, I do love this an...
10/08/2025

Wednesday Wisdom this week comes from Confucious. While I am not really a follower of Eastern wisdom, I do love this and cannot disagree :=o)

Good Monday morning AND Happy National German American Day!  Today is a day for all Americans with German heritage to ce...
10/06/2025

Good Monday morning AND Happy National German American Day! Today is a day for all Americans with German heritage to celebrate by enjoying some of the traditions of the country of their ancestors. No German heritage in your family, celebrate anyway with some delicious German food and beverage AND have an amazing Monday!

Friday Fun Fact: 10/3/1955 saw the premier of 3 amazing shows: Captain Kangaroo, Dick Van D**e and the Mickey Mouse Club...
10/03/2025

Friday Fun Fact: 10/3/1955 saw the premier of 3 amazing shows: Captain Kangaroo, Dick Van D**e and the Mickey Mouse Club. Now I didn't come along until the next year but I grew up with all 3 of these as "staples" and still enjoy reruns of Dick Van D**e. Which of these shows did YOU watch as a kid (or do you watch reruns of now) and which was your favorite? We love to hear from you and we hope your Friday is fabulous and your weekend is WONDERFUL!!!

Good Friday morning!  We are keeping the quiche and sausages warm and the coffee is almost ready.  We have juice, fresh ...
10/03/2025

Good Friday morning! We are keeping the quiche and sausages warm and the coffee is almost ready. We have juice, fresh fruit salad and donut holes as well ;=o) Why not stop by the branch between 8:30 and 10 this morning for breakfast and a visit?

Wednesday Wisdom comes from Jean Paul who lives over 200 years ago.  He was very wise indeed and this quote struck me af...
10/01/2025

Wednesday Wisdom comes from Jean Paul who lives over 200 years ago. He was very wise indeed and this quote struck me after "celebrating" National Brave Day last Friday ;=o) Hoping your Wednesday is wonderful!

Address

3110 Interstate Highway 30 Suite #104
Greenville, TX
75402

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

+19033552574

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