Saratoga Springs, NY Office

Maureen Parker is a financial advisor at Charles Schwab with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2016. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, she serves on the marketing committee for fundraising events at the Saratoga Performing Arts Center. 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 advisory guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Edward Budd is a financial advisor with Charles Schwab based in Saratoga Springs, NY, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Charles Schwab Bank. Outside of his advisory work, he occasionally participates in local and national kayak bass fishing tournaments. 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, supported by extensive research and a multi-asset investment approach.

Ann Edsforth is a financial advisor at Charles Schwab with a Series 66 credential and experience in both the public and private sectors. Her background includes roles at the US Department of Housing & Urban Development and several financial institutions. She is based in Saratoga Springs, NY. 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 in-house research and alternative investment due diligence.