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.

John Digamon
VP - Sr. Financial Consultant

Richard Fitzgerald
VP - Sr. Financial Consultant

Gregg Gold
VP - Financial Consultant

Vincent Gugliemini
VP - Financial Consultant

Hayden Harr
VP - Financial Consultant

Frank Howard
VP - Sr. Financial Consultant

Scott Jensen
VP - Sr. Financial Consultant | CWS®

David Katz
VP - Financial Consultant | CFP®

Nicholas Lardieri
VP - Financial Consultant | CFP®, CWS®

Ciro Lipariti
VP - Financial Consultant

Dean Loucka
VP - Assistant Branch Manager

John Lyons
VP - Financial Consultant | CFP®

Cassandra Mascera
VP - Financial Consultant | CFP®

Andre Saavedra
VP - Financial Consultant

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

Maurice Simpkins
VP - Financial Consultant

Tyler Smith
VP - Financial Consultant

Gregory Wolder
VP - Financial Consultant

Vincent Zaccaria
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.
Join us for a local workshop
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
600 Old Country Road
Garden City, NY 11530
September 17, 2025
5:30 PM - 6:15 PM
7 Fundamentals You Need for Investing Success
Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.
72-19 Austin St
Forest Hills, NY 11375
October 22, 2025
5:30 PM - 6:15 PM