Schwab Advisor Network® Support
Our team of Regional Vice Presidents (RVP) work actively in each of their local regions to support you and your clients.
Your RVP is ready to talk! Contact them below.
Regional Contacts
Baltimore, MD
Melinda Boyd
Melinda has been named a Five Star Wealth Manager for two years in a row.
(717) 816-6435 | Email
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Houston, TX
David Hill
David has experience in private equity, alternative investments, retirement income planning and strategic wealth management.
(832) 541-6805 | Email
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Chicago, IL
Bill Buhr
Bill’s background as both an advisor and equity analyst can help guide clients through their planning process.
(630) 228-8461 | Email
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New York City, NY
TJ Williams
T.J. has nearly 20 years of diverse experience in personal retirement & financial planning and wholesale distribution.
(917) 587-9069 | Email
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Atlanta, GA
Paul Boudreaux
Paul has more than 20 years of experience in the financial services industry, with an interest in complex planning and investing.
(770) 518-3253 | Email
Scottsdale, AZ
Chris Roger
Chris’ specialty is helping clients minimize taxes while creating strong retirement income plans through comprehensive financial planning. (480) 863-5534 | Email
Leesburg, VA
Tony Hardesty Tony strives to make complex wealth management strategies accessible so they can be easily understood and utilized. (763) 401-5831 | Email
Meet My VA Team
Meet My Pittsburgh Team
Walnut Creek, CA
Jason is passionate about using his skill as a tax counselor to provide sophisticated wealth planning strategies.
(650) 275-3281 | Email
Boston, MA
Harry Delaney
With more than 16 years of experience, Harry offers a wide variety of planning services.
(781) 572-1052 | Email
Meet My Boston Team
Meet My Danbury, CT Team
Meet My 1015 Associates (NY) Team
Minneapolis, MN
Tiffany Glidden-Rude
Tiffany’s 24 years of experience in financial services include personal retirement and financial planning.
(952) 210-6904 | Email
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Meet My WI Team
Meet My IA Team
Tampa, FL
Jared Knowles
Jared was recently featured as a Five Star Wealth Manager Under 40 in Fortune magazine.
(863) 604-6820 | Email
Meet My FL Team
Warren, NJ
Chris Schiffer
Chris has written articles on financial planning, the markets, and managing the financial aspects of divorce.
(908) 821-9764 | Email
Meet My NJ Team
Meet My PA Team
Meet My NY Team
Denver, CO
Katie Weber
Katie is experienced in comprehensive financial planning, inclusive of estate and tax planning and portfolio management.
(208) 284-2813 | Email
San Diego, CA
Eugene Choi
Eugene specializes in estate and legacy planning, investment management, and retirement income planning.
(714) 394-4104 | Email
Dallas, TX
Jonathan Lakin
Jonathan is a longtime financial professional with a particular focus on investment management.
(817) 789-2580 | Email