Lutz, FL Office

Bradley Patton is a financial advisor at Charles Schwab with 11 years of industry experience. He joined Schwab in 2020 and previously worked at USAA Investment Management Company and USAA Financial Advisors, Inc. He holds the Series 63 and Series 65 designations. 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 advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.

Kevin Colosimo is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2012, including an eight-year tenure at Charles Schwab Bank Ssb, and spent one year at TD Ameritrade. Charles Schwab & Co., Inc. serves mostly 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 a large integrated platform with centralized custody and operational capabilities.