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Tyrone G
Series 63
Atlanta, GA
Charles Schwab
Tyrone Gibson is a financial advisor with Charles Schwab based in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has worked at Charles Schwab since 1994, including Charles Schwab Bank since 2005, with a brief tenure at TD Ameritrade in 2024. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research.
Ryan O
Series 66
Atlanta, GA
Charles Schwab
Ryan Odendahl is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Aston Carter and Consolidated Planning, as well as several years focused on full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and multi-asset investment approach supported by comprehensive due diligence.
Coleman W
Series 66
Atlanta, GA
Charles Schwab
Coleman Weller is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Northwestern Mutual, and Agathos LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and operational infrastructure.
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