Temecula, CA Office

Shawn Carvalho is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2000, including its bank division since 2005, and briefly worked at TD Ameritrade in 2023. 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 and discretionary investment solutions, combining centralized custody and advisory services with multi-asset model portfolios and alternative investment access.

Gerald Wilkerson is a financial advisor with Charles Schwab in Temecula, CA, holding Series 65 and Series 63 licenses and 24 years of industry experience. His prior work includes a decade at TD AMERITRADE and multiple tenures with Charles Schwab totaling three years. Charles Schwab 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 combines non‑discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Michael Quitazol is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for TD Ameritrade from 2007 to 2023 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, offering a blend of non-discretionary and discretionary investment management along with integrated custody and brokerage services. The firm’s scale and operational structure support a broad client base with multi-asset model portfolios and access to alternative investments.

Eric Busch is a financial advisor with Charles Schwab and Co., Inc. in Temecula, California, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to Schwab, he worked at TD Ameritrade Inc. for 12 years. 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 investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Mae Patton is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and four years of industry experience. She previously worked at TD Ameritrade and TD Ameritrade Clearing Inc., as well as positions outside the financial sector. 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 affiliated discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing arrangements.