Dallas, TX Belt Line Rd. Office

Bradley Perry is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2014. Perry receives residual insurance commissions from prior business activities. 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 with multi-asset model portfolios and access to alternative investments. The firm’s integrated structure supports a large client base with centralized supervision, custody, and order routing.

Krystal Nguyen is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Charles Schwab in Dallas, TX, where she has worked since 2022. Prior to joining Schwab, she held various roles at Wells Fargo and its affiliated entities from 2011 to 2022. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Swati Kumar is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2020 and Charles Schwab & Co., Inc. since 2018. Prior to joining Schwab, she was affiliated with Purdue University from 2016 to 2018. 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 and access to discretionary separately managed accounts. The firm provides integrated advisory, brokerage, custody, and financial planning services supported by centralized operational resources and a distinctive investment platform.

Diego Bezanilla Davila is a Series 66-credentialed financial advisor with Charles Schwab in Dallas, TX. He has been with Charles Schwab & Co., Inc. since 2024 and has prior work experience in various roles across industries including digital healthcare, sports and entertainment, and hospitality. 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 both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational platform.

John Miller is a financial advisor at Charles Schwab in Dallas, TX, holding a Series 66 designation. He has professional experience spanning various roles outside of finance, including over a decade at Keller Independent School District and involvement with sports organizations such as Nisley Sports LLC and i9 Sports. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of alternative investments.

Fabian Linares is a financial advisor at Charles Schwab with Series 63 and Series 66 registrations and six years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2024. His earlier work experience includes roles in education and the food industry. 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 the Schwab Center for Financial Research.

Joseph Vita is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and its affiliated entities since 2008. Outside of his advisory role, he manages a rental property in McKinney, Texas. Charles Schwab 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 and discretionary investment options, combining multiple asset models with centralized custody and operational support.

Blake Nelson is a financial advisor with Charles Schwab in Dallas, TX, holding a Series 66 designation and bringing eight years of industry experience. He has been with Charles Schwab Bank, SSB since 2018 and Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, Nelson is involved in landlord activities managing rental properties in Dallas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s 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 multi-asset model portfolios and centralized custody and order-routing infrastructure.

Md Hossain is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior experience includes roles at E*TRADE Capital Management and TD Ameritrade. Outside of his advisory work, he is also involved in real estate through ownership of a rental property. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its comprehensive wealth advisory and managed account services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by integrated brokerage, custody, and investment research resources.