Scottsdale

Visit Schwab's Scottsdale, AZ branch, your local investment firm offering financial services near you

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Address

7293 N Scottsdale Rd, Suite #107
Scottsdale, AZ 85253: opens in a new window

Our office is located on the east side of Scottsdale Road north of Indian Bend, across from the Scottsdale Plaza Resort.

There is parking available both to the west and south of our office.

Hours

  • Mon - Thu: 8:30 a.m. - 5:00 p.m.
  • Fri: 8:30 a.m. - 12:00 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.

Todd Woods

VP - Branch Manager | CWS®

Jason Blum

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

Roy Chavez

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

Andrew Davault

VP - Financial Consultant

Mark Kizer

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

Steven Krane

VP - Sr. Financial Consultant | CFP®

Dean Martines

VP - Sr. Financial Consultant | CFP®

Richard Pareti

VP - Financial Consultant | CFP®

Cathleen Strong

VP - Financial Consultant

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.

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