Albuquerque, NM Office

Jenna Farah is a financial advisor at Charles Schwab with three years of industry experience. She holds the Series 66 designation and has worked at several firms, including MidFirst Bank, Fidelity Investments, Wells Fargo Clearing, and Wells Fargo Bank. Her background also includes experience outside finance, having worked at Fortis Gymnastics and Target. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s model includes primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios.

Nabila Walli is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Wells Fargo Bank, N.A. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive due diligence process for alternative investments.

Steven Thornton is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab in various roles since 1997, including at Charles Schwab Bank since 2014. 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 client relationship model that combines non-discretionary advisory guidance with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a structured approach to alternative investments.

Christopher Chavez is a financial advisor with Charles Schwab in Albuquerque, NM, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab since 2021 and previously held roles at Merrill and Fidelity. Charles Schwab 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 combines non-discretionary advisory with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep solutions.

Matthew Bauer is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated entities since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm combines brokerage, custody, and advisory services on a large scale with centralized operational support.

Ford Timms is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliates since 2019, following prior roles at TD Ameritrade and Scottrade. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Geoffrey Hathhorn is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and previously worked at ICMA-RC Services, LLC for 16 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Shane Lucero is a financial advisor with Charles Schwab in Albuquerque, NM, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior work includes roles at Edward Jones and Fidelity Investments. Charles Schwab 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 guidance, supported by an integrated structure that includes brokerage, custody, and cash-sweep services.

Matthew Lamb is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2013. Based in Albuquerque, NM, Lamb serves clients through Schwab's wealth advisory programs. 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 combines a non-discretionary client relationship model with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research.

David Contreras is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior work experience at firms including UBS Financial Services and JP Morgan Chase. Outside of financial advising, he works part-time as a ramp agent for United Airlines. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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, supported by multi-asset model portfolios and a centralized operational structure.