Austin, TX Schwab Way Office

David Villanueva is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Charles Schwab since 2012 and is also involved in woodworking and videography through his wooden toy-making business and CCIPRO Studio LLC. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its integrated Schwab Wealth Advisory program. The firm provides both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options.

Jessica Arenivar is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Charles Schwab since 2018 and previously held positions at Bird and LensCrafters. 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 affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custodial and operational structures.

Richard Fleming is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and has three years of industry experience. His background includes multiple roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as earlier experience linked to the University of Waterloo and other organizations. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Levi Marconette is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 solutions supported by multi-asset model portfolios and centralized operational structures.

Sophia Berman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2007. 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 provides a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Dranoel Ross is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Charles Schwab since 2021 and previously held positions at Realtor.com and several other companies. 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, with access to multi-asset model portfolios and alternative investments supported by centralized custody and operational infrastructure.

Jacob Denton is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. His professional background includes roles at Charles Schwab & Co., Inc., Under Armour, and several other companies across different sectors. He is based in Austin, TX. Charles Schwab & Co., Inc. serves a large client base of 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational structures.

Stephen Barry is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, he held various roles including time in education and positions at several companies such as Misho's Oyster Company and Leif Johnson Truck City Ford. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Christopher Olsen is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at TD Ameritrade and BNY Mellon. Outside of advisory work, he is a member of Parc Ferme, a non-agent real estate group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Andrew Fenske is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Charles Schwab and prior work in the food service industry with Lamorinda Pizza, as well as involvement in full-time education. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody services.

Alex Knoll is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab, he worked at DoorDash, Carvana, and Starbucks Coffee Co. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory, custody, and order-routing arrangements.

Jared Fergason is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Charles Schwab, he held roles in education, food service, and recreational facilities management. He has work experience at Texas Tech University, Chic-Fil-A, and Victory Life Church. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Benjamin Balestiere is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as experience managing small business ventures such as Handwaxandwash, LLC and Beckway MGT, LLC. 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 affiliated discretionary separately managed accounts, supported by centralized supervisory and operational infrastructure.

Jared Quintiliani is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2011 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base of 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 a distinctive operational structure.

John Elliott is a financial advisor at Charles Schwab with seven years of industry experience. He previously worked at JPMorgan Securities LLC and Axa Advisors, Llc. His credentials include Series 63 and Series 66 licenses. 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 services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.