Adele Taylor

Adele leads a portfolio of businesses that support individuals who invest and manage their wealth through workplace programs. 

This includes Retirement Plan Services, administering 401(k), defined benefit, and non-qualified deferred compensation plans; Stock Plan Services, administering equity compensation and stock purchase plans; Designated Brokerage Services, providing trade monitoring services on Schwab self-directed brokerage accounts; Personal Choice Retirement Accounts, a self-directed brokerage offering available on third-party retirement and health savings account platforms; Retirement Business Services, providing trust and custody to third-party recordkeepers; and Schwab Retirement Technologies, offering recordkeeping software to third-party administrators. 

Prior to her current role, Adele served as Schwab’s Chief Administrative Officer, leading Corporate Strategy, Corporate Development, Real Estate & Security, and Vendor Management. She also chairs the board of DAFgiving360™, an independent 501(c)(3) donor-advised fund provider associated with Schwab. 

She joined Schwab from Franklin Templeton, where she was Senior Vice President and Lead, Corporate Strategy and Corporate Development. Prior to that, Adele served as a consultant at McKinsey & Company for over a decade, most recently as a Partner advising the retirement, asset management, wealth management, and banking sectors. 

She earned her undergraduate degree from Yale University and an MBA from Columbia University.

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