New Charles Schwab branch in Columbia invites investors to take ownership of their future
October 4, 2017
Charles Schwab, one of the largest full-service investment services firms in the country and ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms, Two Years In a Row” in the 2016 and 2017 J.D. Power Full Service Investor Satisfaction Study, recently opened the doors to a new independent branch just outside of Columbia, S.C., that offers investors local access to a range of investing, wealth management and personal finance guidance, tools and products.
The new branch, located at 952 Lake Murray Blvd. in Irmo, is part of a larger franchising initiative Schwab announced in early 2011. Schwab’s decision to begin opening franchise branches, in addition to its more than 300 existing company-managed branches, is grounded in a commitment to make financial advice and guidance more accessible in local communities across the country. Schwab’s company-managed and independent branches deliver the same suite of brokerage products and services, pricing, and overall client service and experience.
The branch is led by Schwab Independent Branch Leader John Brazell, a financial services professional with 21 years of experience in the financial industry. Prior to joining Schwab’s independent branch network, Brazell was a branch manager at Scottrade. Previously, Brazell served in financial consultant and branch manager positions at the Schwab branches in Charlotte, N.C., and Lexington, Ky.
“Through my conversations with clients, I’ve seen first-hand how important it is for people to have local access to actionable investing help and guidance that makes sense for their specific financial goals,” said Brazell. “Since its founding, Schwab has been an advocate for the individual investor, and I’m proud to be the face of Schwab in Columbia and surrounding communities.”
Brazell attended Winthrop University, where he earned a bachelor’s degree in psychology. He and his wife Carole live in Columbia with their two sons. Outside of the office, Brazell enjoys golf, spending time on the lake, gardening, and attending local high school and college athletic games.
Brazell expects to hold a variety of educational investing workshops in the Columbia branch, which are complimentary and open to Schwab clients as well as the general public.
Branch Location and Contact Information
Charles Schwab – Columbia Independent Branch
952 Lake Murray Boulevard, Unit D
Phone: 803-490-7949
Schwab’s Columbia branch in Irmo will also serve the Chapin, Lexington, and West Columbia areas.
About Schwab
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube andLinkedIn.
Disclosures
Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available atwww.schwab.comand www.aboutschwab.com.
Investing involves risk including loss of principal. Investment strategies cannot guarantee a profit or protect against loss in declining markets and may not be suitable for everyone. Presentations are informational and should not be considered personalized investment advice or recommendations.
Charles Schwab received the highest numerical score in the J.D. Power 2016-2017 Full Service Investor Satisfaction Study. 2017 study based on 6,579 total responses from 20 firms measuring opinions of investors who used full service investment institutions, surveyed January 2017. Your experiences may vary. Visit jdpower.com.
