Gainesville, FL Office

Lane Abraben is a financial advisor with Charles Schwab in Gainesville, FL, holding a Series 66 designation and eight years of industry experience. His prior work includes two separate periods at First Magnitude Brewing Co. from 2015 to 2019. 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 both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Julia Gibson is a Series 66 licensed financial advisor with Charles Schwab in Gainesville, FL, where she has worked since 2023. She has two years of industry experience and previously worked at Thermo Fisher Scientific and the University of Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 multi-asset model portfolios and due diligence on alternative investments through its centralized, integrated platform.

Gregory Grooms is a CFP® with 31 years of industry experience currently serving at Charles Schwab since 2016. His prior roles include positions at 1 St Global Advisors, Inc., Davis, Monk & Company, and 1st Global Insurance Services, Inc. Grooms is also a member manager of MHS Partners LLC, a limited liability company used for administrative and payroll purposes. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio investment approach and centralized operational infrastructure.

Zane Shelley is a financial advisor with Charles Schwab in Gainesville, FL, holding a Series 66 license and 10 years of industry experience. His prior roles include positions at 1st Global Advisors, Inc., 1st Global Capital Corp., and Davis-Monk Financial Group. Outside of finance, he was involved with First Magnitude Brewing Inc. for six years. 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 a broad range of investment options supported by centralized operational and due diligence resources.