Miami, FL Brickell Ave Office

Elizabeth Matos is a financial advisor with Charles Schwab in Miami, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2012. 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 mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational infrastructure.

Braulio Diaz is a financial advisor with Charles Schwab in Miami, FL, holding Series 63 and Series 66 designations and having 11 years of industry experience. His prior work includes roles at TD Ameritrade and Scottrade. Outside of his advisory role, he is the owner of L. Ethan Capital, LLC, an entity associated with real estate activities unrelated to brokerage. Charles Schwab 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 and discretionary investment management, leveraging multi-asset model portfolios and a centralized operational structure.

Laura Ocana Garcia is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and three years of industry experience. Her work history includes roles at Charles Schwab, TD Ameritrade, JPMorgan Chase, and Knapp Begley Law. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides investment guidance using multi-asset model portfolios and alternative investment options.

Monica Vazquez is a financial advisor with Charles Schwab in Miami, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at TD Ameritrade, Scottrade, and Charles Schwab Bank. She is also involved in accounting operations for a family-run IT consulting business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research and alternative investment due diligence.

Sean Gorman is a financial advisor with Charles Schwab, holding a Series 66 license and 17 years of industry experience. He has previously worked at TD Ameritrade and has been with Charles Schwab and its affiliated bank since 2010. Outside of his advisory role, he owns and manages small rental and Airbnb property businesses. 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 supported by multi-asset model portfolios and a centralized operational structure.

Carla Cabrera is a financial advisor with Charles Schwab in Miami, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank SSB since 2015. Outside of her advisory role, she manages a rental property. 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 a combination of non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Jason Hale is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Scottrade and T. Rowe Price before joining Charles Schwab in 2019. Outside of advising, he owns and manages a car wash business and rental properties, overseeing maintenance and tenant relations. Charles Schwab 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 affiliated discretionary strategies, using multi-asset model portfolios and centralized operational structures.

Alexandra Druskin is a CFP® professional with nine years of experience in financial services. She currently works at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Her prior roles include positions at Fidelity Investments, Truist Investment Services, and Suntrust Advisory Services. 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, offering multi-asset model portfolios and due diligence on alternative investments.

Dariel Roque is a financial advisor at Charles Schwab with Series 65 and 63 licenses and one year of industry experience. Prior to joining Schwab, Roque worked at Florida Financial Advisors and Trinity Wealth Securities, LLC. Outside of advisory roles, Roque is involved in fixed insurance sales. 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 a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a structured alternative investment platform.

Alexandros Grivas is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Avli River North, Conscious Logistics LLC, and Theo's Restaurant. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Kimberly Gray is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. She has worked at several firms, including Evershore Financial Group, Minnesota Life Insurance, and Bank of America. Outside of her advisory role, Kimberly serves as an adjunct professor at Broward College, teaching a personal finance course. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its integrated wealth management platform. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operations.

Justin Di Gesu is a financial advisor with Charles Schwab, holding a Series 66 designation. He has professional experience that includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as prior work in delivery services and 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 management options supported by multi-asset model portfolios and a centralized operational structure.

Motaz Sarsour is a financial advisor with Charles Schwab in Miami, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Citibank and Broward College. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive operational structure.

Lorenzo Baldo is a financial advisor with Charles Schwab in Miami, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Constructa and Bello Moto. 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 centralized operational resources.

Marius Mapp is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliates since 2022, following previous roles at TD Ameritrade and Scottrade. Outside of his advisory work, he is the owner of Spoiled Rotten Photography, where he assists with marketing and customer issues. 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 services, combining non-discretionary advisory with access to discretionary separately managed accounts and a multi-asset investment approach.