Oldsmar, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$0
ClientsTotal clients
168,774
AdvisorsAdvisors at this office
2
Of 1,651 advisors across 154 offices
Location
Oldsmar FL
Advisors at this office
2
Advisors at this office
Jack B
CFP®, Series 66, Series 63
Oldsmar, FL
Schwab Wealth Advisory
Jack Bell is a CFP® with 14 years of experience in financial advising, currently with Schwab Wealth Advisory, Inc. He has previously worked at firms including Truist Investment Services, BB&T, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.
Patrick G
Series 63, Series 66
Oldsmar, FL
Schwab Wealth Advisory
Patrick Gilchrist is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab-related firms for over 20 years, including roles at Charles Schwab Bank and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without charging clients directly and distinguishes itself by not acting as a discretionary portfolio manager.
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