Courtney Quinlan

Courtney Quinlan As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Mt. Lebanon, PA. Come meet our team and see how we’re different.

I’m passionate about advocating for local investors in Mt. Lebanon, PA and our surrounding communities and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships. When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your inve

stment strategy. We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability. To learn more, call 412-347-5959 or visit schwab.com/mtlebanon. 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.

06/18/2023
True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve ...
02/22/2022

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve your performance at work and in life.

The biggest leaps forward come when an athlete discovers a new idea or concept that alters the game itself. This means not following the same patterns that everyone else is following. You can do this, too.

Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important informatio...
02/09/2022

Here's the third and final part in Carrie Schwab-Pomerantz's series for new investors. It's full of important information on account types, taxes and more.

You’ve got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work i...
02/08/2022

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work is a great way to signal the end of a day.

What are some ways you clock out?

I tried scheduling different activities after work to create a better boundary between my professional and personal life.

The second of a three-part series from Carrie Schwab-Pomerantz helps new investors understand basic investments and what...
02/02/2022

The second of a three-part series from Carrie Schwab-Pomerantz helps new investors understand basic investments and what to look for in choosing them. And it can also be a good refresher for experienced investors!

Puzzled by how to choose investments? Here's part-2 in a 3-part series to help you decide what's right for you.

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more fr...
02/01/2022

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more free time for another activity. Not to mention, these meals are also delicious!

These healthy meal-prep ideas range from breakfast to lunch and dinner. Get easy recipes, all ready in 30 minutes or less, to help make cooking during the week feel effortless.

If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-sc...
01/26/2022

If it’s not always easy to do the right thing, why not make the right thing easy? That’s the idea behind a behavioral-science technique that could help you make better saving and investing decisions:

Help yourself to make better financial choices by harnessing this technique from the behavioral sciences.

Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our da...
01/25/2022

Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our day-to-day and accomplish many of our goals.

The founder and CEO of DittoPR is a big fan of keeping things small because they are easier to accomplish, and the more you accomplish, the more confident you get.

Whether you want to feel the satisfying crunch of snow under your boots or escape those chilly temps for a desert ramble...
01/18/2022

Whether you want to feel the satisfying crunch of snow under your boots or escape those chilly temps for a desert ramble, one thing’s for sure: You'll be able to do so without the crowds that summer brings. Read the 14 National Parks you should visit!

Summer may be high season, but these parks are at their best in the colder months.

A person can never have too many book recommendations, can they? Let’s start the New Year off with a 2022 reading goal. ...
01/11/2022

A person can never have too many book recommendations, can they? Let’s start the New Year off with a 2022 reading goal. Let me know if you have any good book suggestions to add to my list.

Great reads that can help you become the person you'd like to be

Have you ever tried to set a New Year’s resolution only to fall off the wagon come February? If so, you aren’t alone! Le...
01/04/2022

Have you ever tried to set a New Year’s resolution only to fall off the wagon come February? If so, you aren’t alone! Learn how to set goals that will stick and make 2022 your best year yet!

With this approach, perhaps you can sidestep the inevitable challenges that come with traditional New Year’s resolutions and achieve lasting, positive changes.

Introducing Schwab Starter Kit™ – designed to support first-time investors.
12/22/2021

Introducing Schwab Starter Kit™ – designed to support first-time investors.

New experience gives first-time investors a jump start through a unique combination of $50 to invest in the top five stocks in the SP 500, bite-size educational content, and easy-to-use investing tools Schwab today introduced the Schwab Starter Kit™, a new experience that will provide beginner inv...

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1600 Washington Road Suite B
Pittsburgh, PA
15241

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