Wesley Chapel, FL Office

Donna Vestal is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Morgan Stanley. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Michael Wetter is a CFP® professional with 18 years of industry experience. He is currently with Charles Schwab, where he has worked since 2020. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Wetter also serves in the Florida Army National Guard as a military reservist. 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 combined advisory, brokerage, custody, and cash-sweep service platform with a client relationship model that includes both non-discretionary and discretionary investment options.

Rey McCabe is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 11 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, Inc. Outside of his advisory work, he is involved in property management, handling maintenance and rent collection for real estate holdings. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and order-routing services.

Kelly Eales is a CFP® professional with 12 years of experience in financial advising. She has been with Charles Schwab since 2020 and previously worked at USAA Investment Management Company and USAA Financial Planning Services. Outside of finance, she was involved with Get a Grip Total Fitness for four years. 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 offers multi-asset model portfolios with strategic asset allocation and ongoing investment guidance.

Maciel Porrao is a CFP® professional with seven years of industry experience, currently serving as an advisor at Charles Schwab in Wesley Chapel, FL. His prior roles include positions at Fisher Investments, Merrill, TD Ameritrade, and Scottrade. 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.