Charles Schwab Independent Branch-Roanoke

Charles Schwab Independent Branch-Roanoke Financial Services, Wealth Management When you visit our local branch, you’ll find that we provide financial guidance on your terms. No Bank Guarantee.

As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Roanoke I’m passionate about advocating for local investors in Roanoke and our surrounding communities and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships. We partner with you to understand your goals, create a personalized plan, and develop your inv

estment 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. Come meet our team and see how we’re different. To learn more, call 9540)-682-7850 or visit www.schwab/roanoke

Brokerage Products: Not FDIC Insured. 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.

Excited to share that Charles Schwab was named one of America’s most community-minded companies by Points of Light as pa...
02/15/2024

Excited to share that Charles Schwab was named one of America’s most community-minded companies by Points of Light as part of for the seventh year in a row. Learn more about our initiatives here: short.url/aBcXyZ

More defined benefit and deferred compensation capabilities We’re excited to announce that we’re working with Conduent (...
02/14/2024

More defined benefit and deferred compensation capabilities

We’re excited to announce that we’re working with Conduent (defined benefit) and Newport (deferred compensation) to build out our service offering. See the press release. https://bit.ly/3I0tKIz

We wish you a happy holiday season filled with warmth and joy!
12/01/2022

We wish you a happy holiday season filled with warmth and joy!

Check out the 2022 Mid-Year Outlook: Fixed Income with Kathy Jones. https://hearsay.social/3bu0UTO
06/30/2022

Check out the 2022 Mid-Year Outlook: Fixed Income with Kathy Jones. https://hearsay.social/3bu0UTO

Returns should be better for fixed income investors in the second half of 2022, now that interest rates have reset higher. However, we still expect volatility to remain high as central banks shift away from easy-money policies.

Whether it’s board service or hands-on activities, volunteerism can be a powerful way to increase your philanthropic imp...
04/18/2022

Whether it’s board service or hands-on activities, volunteerism can be a powerful way to increase your philanthropic impact. Download the Schwab Charitable Giving Guide to learn more.

Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

Do you know which types of nonprofits are eligible for tax deductions? The Schwab Charitable offers answers and can he...
03/28/2022

Do you know which types of nonprofits are eligible for tax deductions? The Schwab Charitable offers answers and can help you maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=tax-deductibility?SM=XOI

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Becoming an effective charitable donor starts with identifying your top values and causes. Download the Schwab Charitabl...
03/14/2022

Becoming an effective charitable donor starts with identifying your top values and causes. Download the Schwab Charitable to help maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=find-focus?SM=XOI

Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...

Charitable giving doesn’t have to be complicated. The Schwab Charitable helps you develop an efficient giving plan to ...
02/23/2022

Charitable giving doesn’t have to be complicated. The Schwab Charitable helps you develop an efficient giving plan to maximize your philanthropic impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=define-terms

Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...

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.

With the Schwab Charitable , you can learn strategies to help identify the nonprofits that most effectively support you...
02/08/2022

With the Schwab Charitable , you can learn strategies to help identify the nonprofits that most effectively support your highest-priority causes and maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=find-organizations

Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...

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.

Address

2219 Colonial Avenue SW, #107
Roanoke, VA
24015

Opening Hours

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

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