St. George, UT Office
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Charles Schwab
Institution
Firm-wide stats for Charles Schwab
About
Charles Schwab & Co., Inc. serves a very large client base—primarily high‑ and ultra‑high‑net‑worth individuals and related accounts—through its Schwab Wealth Advisory wrap fee program and affiliated managed‑account and financial planning services. As a dual‑registered broker‑dealer and investment adviser, Schwab acts as program sponsor and custodian and provides bundled (wrap) advisory, brokerage, custody, and cash‑sweep services.
Schwab’s client relationship model for the SWA Program is primarily non‑discretionary: Schwab Wealth Advisory, Inc. (SWAI) provides periodic buy/sell and allocation recommendations while clients retain final decision‑making, and Schwab also offers access to discretionary SMAs (Schwab Wealth Portfolios) managed by an affiliate, Charles Schwab Investment Management (CSIM). Investment guidance is delivered using multi‑asset model portfolios with strategic asset allocation (and optional tactical tilts), written advice policies and periodic reviews, and Schwab Center for Financial Research due diligence on alternative investments available through its Alternative Investments Select program.
What is noteworthy about Schwab compared with many peers is its scale and integrated structure: it serves hundreds of thousands of clients through thousands of representatives and multiple wrap programs, which results in relatively high client coverage per advisor and centralized supervisory, custody, and order‑routing arrangements. Schwab also has a distinctive operational footprint for a wealth program — it combines non‑discretionary advisory relationships with access to affiliated discretionary SMAs, a formal alternative‑investment onboarding and placement process, and cash‑sweep mechanisms that vary by client residence.
Based on Charles Schwab
Expertise
Based on Charles Schwab
Location
15 S. River Road, Suite 130
St. George UT 84790
Advisors at this office
4
Advisors at this office
Amy T
Series 66
St. George, UT
Charles Schwab
Amy Terry is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2015. 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.
Clifford P
Series 66
St. George, UT
Charles Schwab
Clifford Peterson is a financial advisor with Charles Schwab & Co., Inc. in St. George, UT, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020 before joining Charles Schwab. 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, employing multi-asset model portfolios and a centralized operational structure.
Dustin W
Series 63, Series 66
St. George, UT
Charles Schwab
Dustin Woodbury is a financial advisor with Charles Schwab in St. George, UT, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. In addition to his advisory role since 2015, he is a partner and part owner in several businesses, including Bullfrog Spas of Missoula and Pack It Ship It, LLC, and serves as a council member for Dixie State University's Planned Giving Advisory Council. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory services and discretionary separately managed accounts, offering integrated brokerage, custody, and advisory solutions.
Eric A
Series 66
St. George, UT
Charles Schwab
Eric Andra is a financial advisor with Charles Schwab in St. George, Utah, holding a Series 66 designation and 10 years of industry experience. He has been with Charles Schwab since 2015. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation and periodic reviews.
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