West Palm Beach, FL Office

Eric Mertz is a financial advisor with Charles Schwab in West Palm Beach, FL, holding a Series 66 license and two years of industry experience. His work history includes roles at Charles Schwab Bank, LPL Financial, and Bud Buddies, LLC. Outside of advising, he is a partner in Excelsior Advertising, a local business providing advertising services to small companies in the West Palm Beach area. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a distinctive operational structure that integrates brokerage, custody, and advisory services.

Thomas Lloyd is a financial advisor with Charles Schwab in West Palm Beach, FL. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and discretionary separately managed accounts with a multi-asset investment approach.

Joshua Lichtner is a financial advisor at Charles Schwab with the Series 66 designation and began his industry career in 2025. Prior to joining Schwab, he worked in various roles including education and hospitality. He is based in West Palm Beach, Florida. 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 alternative investment options.