Houston, TX Westheimer Rd Office

Jamel Wilson is a financial advisor with Charles Schwab in Houston, TX, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory work, Wilson serves as a foundation board member for Casa de Esperanza, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services, employing multi-asset model portfolios and a centralized operational platform.

Matthew Foshee is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Charles Schwab and affiliated entities since 2018 and previously spent 13 years at Scottrade, Inc. and two years at TD Ameritrade. 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 models with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Lauren Fleming is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at The Container Store and Wilhite and Associates. 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 options, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Elizabeth Ashmawee is a financial advisor with Charles Schwab in Houston, TX, holding a Series 63 designation and over 31 years of industry experience. She has been with Charles Schwab and its related entities since 1993. Outside of her advisory role, she owns a rental property in Houston. 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 through multi-asset model portfolios, supported by a centralized operational and custodial structure.

Timothy Brookshire is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Inc. from 2011 to 2022. Brookshire has been with Charles Schwab and its bank affiliate since 2022 and 2023, respectively. 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 client advisory models with access to discretionary separately managed accounts and utilizes multi-asset model portfolios guided by its Center for Financial Research.

Hilda Castillo is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed-account, and financial planning services. The firm operates as both a broker-dealer and investment adviser, providing integrated custody, brokerage, and advisory services with a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Taylor Hansen is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at HOTWORX Beaumont and Christus HWC. Hansen also has a background in full-time education spanning 18 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs supported by centralized supervisory and custody structures.

Daniel Duffy is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior experience includes 13 years at Fidelity Brokerage Services LLC and a brief tenure at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as a volunteer treasurer for a local Boy Scout troop and is an approved notary licensed to provide services informally to friends and neighbors. 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, combining non-discretionary advisory with access to discretionary separately managed accounts and a centralized operational structure.

Trisha Newberry is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to that, she was with Equitable Advisors and Axa Advisors and has experience with nonprofit organizations including the Care Center Huntsville. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated managed accounts and alternative investments within an integrated operational structure.

Casey Cagle is a financial advisor at Charles Schwab with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at TD Ameritrade and Citigroup Global Markets. 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 large scale, integrated service model, and multi-asset portfolio approach.

Selene Argao is a Series 66-licensed financial advisor with Charles Schwab in Houston, TX, and has 23 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. 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 options, supported by multi-asset model portfolios and a formal alternative-investment process.

Michael Fuller Jr. is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank Ssb 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Johnathon Diaz is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and spent time with the Real Madrid Foundation. Charles Schwab 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, combining non-discretionary advisory with access to discretionary separately managed accounts and a multi-asset investment approach.

Brandon Schmitt is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Charles Schwab since 2013 and at Charles Schwab Bank since 2016, both based in Houston, TX. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Valentino Lapid is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2019, following prior roles at TDAmeritrade and Edward Jones. 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 alongside alternative investment options.