Atlanta, GA Walton Riverwood Lane Office

Bari Beilinson is a financial advisor at Charles Schwab with eight years of industry experience. She holds the CFP® and Series 66 designations and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2017. Outside of her financial advisory role, she teaches first graders Hebrew and Jewish studies at Temple Sinai. 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 advice, discretionary managed accounts, and integrated brokerage and custody services. The firm is notable for its scale and centralized operational structure across multiple advisory programs.

Amita Webb is a financial advisor at Charles Schwab in Atlanta, GA, holding Series 63 and Series 65 licenses. She has prior experience at Morgan Stanley and Sagicor Investments JA LTD, among other roles. 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 mix of non-discretionary and discretionary investment solutions, supported by comprehensive research and a large-scale, integrated operational platform.

Mark Jenkins is a CFP® professional with 19 years of industry experience, currently affiliated with Charles Schwab in Atlanta, GA. He has been with Charles Schwab and Charles Schwab Bank since 2009. 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 guidance alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Robert Reese is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at TD Ameritrade Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Nicholas Joiner is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, Cross Country Healthcare, City Bar Athens, and Athens Country Club. 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational services.

Chanyoung Lee is a financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, Lee worked at Morgan Stanley for two years and has held various roles outside of finance, including positions at the International Rescue Committee and the City of Powder Springs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and emphasizes multi-asset strategic allocation supported by in-house research and alternative investment options.

Andrew Kunce is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Fidelity Investments, Morgan Stanley, and E*Trade Securities. Outside of financial services, he serves as a board member of Armstrong Garden Centers and Pike Nurseries, a family business in the retail and wholesale horticulture industry. 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 and discretionary investment management services with integrated brokerage, custody, and financial planning capabilities.

David Mattox is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliate Charles Schwab Bank since 1995 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts. The firm combines extensive scale, integrated brokerage and advisory services, and a multi-asset investment approach augmented by alternative investment offerings.

Katerine Patino Madrigal is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill and Bank of America, as well as experience at the Boston Housing Authority and in education. She is based in Atlanta, GA. 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 centralized custody and integrated investment research.

Manga Rau is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 26 years of industry experience. Rau has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank ssb since 2015. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with due diligence from its financial research division, supported by a large-scale, integrated operational structure.