Steve Anderson

Managing Director, Head of Affluent Client Services

Steve Anderson is Managing Director, Head of Affluent Client Services, responsible for developing investing and banking solutions for affluent retail investors and end clients of independent investment advisors.

Anderson has been in the financial services industry for more than 35 years and has extensive management, sales, and client service experience. He joined The Charles Schwab Corporation ("Charles Schwab") in 1999.

In prior roles, Anderson was head of Schwab Retirement Plan Services and managed various business units in Schwab Investor Services ("Schwab"). His responsibilities in Schwab Retirement Plan Services included overseeing plan sponsor services, consultant relations, and national sales. In August of 2004, he joined the leadership team of Schwab Investor Services and was responsible for the sales, service, and investment advice efforts of Schwab's retail branch network, with more than 325 U.S. locations as well as international offices. He rejoined Schwab Retirement Plan Services to lead the enterprise in 2008. Prior to joining Charles Schwab, Anderson provided insurance planning for businesses and high-net-worth individuals.

Anderson has served in many community leadership positions, including director for a community hospital board, trustee of a hospital foundation, trustee and board president of a hospice organization, and trustee of a city school foundation. He is on the Board of Directors of the Charles Schwab Foundation and Miami University Foundation.

He is a graduate of Miami University and has completed the Harvard Business School General Management Program.

 

The Charles Schwab Corporation provides a full range of securities brokerage, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc., offers investment services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Schwab Retirement Plan Services, Inc. provide recordkeeping and related services with respect to retirement plans.

0719-9T7W