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.

Email us to request a regional RVP coverage map.

Your RVP is ready to talk! Contact them below.


Regional Contacts

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Baltimore, MD

Melinda Boyd
Melinda has been named a Five Star Wealth Manager for two years in a row.
(717) 816-6435 | Email
Meet My Team

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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
Meet My Team

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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
Meet My Team

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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
Meet My Team

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

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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
Meet My MN Team
Meet My WI Team
Meet My IA Team

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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

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Denver, CO

Gretchen McLaughlin
Gretchen is a seasoned professional with 16 years of experience in Private Wealth Management.
(303) 241-0175 | Email
Meet My 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