Orlando, FL 1958 Summit Park Dr. Office

Melvin Duran is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held positions at Navy Federal Credit Union, TEKsystems, and Evermay Wealth Management LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to recommend investments while allowing clients to make final trading decisions. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and wealth management education.

Everett Adams is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and entering his second year in the industry. Before joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and had experience at Raymond James Edgewater Family Wealth. Adams also has a background that includes professional lawn care and extended periods of full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations primarily using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., serving individual clients without discretionary trading authority.

Dennis Shea is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation. He has one year of industry experience and a diverse background including roles in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable, indicating engagement in equine or related activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models, with clients making final trading decisions.

Zachary Sechkar is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. He has previously worked at Raymond James and Charles Schwab & Co., Inc. outside of his current role. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews while clients retain final trading decisions.

Jordan Kerney is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to his current role, he held various positions across multiple industries including hospitality and retail. He is based in Orlando, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, with final trading decisions left to clients.