Main Street Stories
In 1973, Chuck challenged Wall Street and brought investing to Main Street. Today, we continue to advocate for our clients, give back to our local communities, and lead our industry forward. Main Street Stories is where we showcase our people, our culture and our mission.
Community, IndustryCelebrating ‘Scholars in Financial Planning’ award recipients
Meet the students in financial planning programs at seven universities who have received one- and two-year scholarships of approximately $10,000 per year.
CultureBuilding a community of belonging
As an immigrant from Cameroon, Igxtelle understands the hardships faced when learning a new culture and dedicates time to helping others like herself.
CultureMeet 'Renaissance Man' and former intern: Andrew V.
With a background as a Schwab intern and a passion for learning, Andrew is now an advocate for young adults trying to figure out their own careers.
In the Industry
Chuck built his career, and our company, around a principle of abiding optimism and that persistence toward a better outcome always wins the day.
In the latest TV spot from Charles Schwab & Co., Chuck Schwab, our founder shares his perspective on the current crisis, by recalling previous crises endured and overcome by his generation.
Chuck Schwab shares his perspective on the current crisis.
I was born in ’37 so it was a very struggling period of time.
On screen: Charles Schwab
Founder, Charles Schwab and Co
That’s the nature of Wall Street. Up and down. Depression to exuberance. Depression to exuberance.
And you could name many, many cycles like that over the years.
My generation, having come through so many wars and so many things…
Polio was really a big problem. A disease that didn’t have a solution.
But we persisted and finally came up with the Salk vaccine.
Persistence. It’s the heartbeat of this country.
Stick with it.
On screen: We remain invested in optimism.
We remain invested in investors.
We remain invested in you.
On screen: [Charles Schwab logo/Own your tomorrow lockup]
2020 Charles Schwab and Co., Inc. All rights reserved Member SIPC (0420-0A7G)
IndustryThree ways your workplace can help with financial stress
A Schwab survey says Gen Zers are stressed about money but optimistic about improving their financial habits. Employers can help.
Culture, ViewpointsWhat it takes to become a leader
Charles Schwab CEO Walt Bettinger gives advice to the next generation of talent on how to develop and advance in their careers.
Culture | MILITARY VETERANS MONTHTo Chris Simcho, service is an essential value
Before joining finance, Chris served in the Marines and says he aims to instill the values he learned during that time in the teams he leads today.
Meet Texas Schwabbie Felicia who has dedicated her career to serving clients and her colleagues.
For more than 28 years, Felicia has been supporting clients and colleagues alike in the North Dallas Branch. See what sweet surprise Felicia bring to work in honor of her colleagues every year.
Felicia’s Schwab story
I’ve been at Schwab for 28 years and it’s been great.
What’s kept me here at Schwab all these years is, of course, the relationship that I’ve built with all my coworkers, and, mostly, the relationship I built with our clients.
Being part of the backbone of the branch, I’m there to support the branch, itself, as well as our clients, being the doctor fix-it for all the machinery, since I was probably there when it was first installed.
But knowing what to do and how to handle, mainly, like the branch lobby, how to make it work smoothly, and make the whole office work smoothly.
Well, what I like to do for all my coworkers is bake cakes for them. Whenever someone new starts, I usually try and find out what their favorite cake is, and, as well as their birthday.
I love working at Schwab because I have a great group of people I work with, great clients that we work with.
Every day is a different day, and there’s always challenges and there’s always changes.
It’s always fun to see what’s going to come up next.
Me, as an individual, working with Schwab has educated me as an investor, being in this industry, learning about the importance of saving up for retirement.
When I started working at Schwab, everything started to fall into place. I understood what retirement accounts were, and the importance of investing, and what mutual funds were, and getting to experience it myself, and that made a big difference.
That’s my Schwab story. What’s yours?
IndustryWhy Veterans looking for their next career should consider finance
From serving the country to serving clients, see what three Schwab Financial Consultants had to say about their career transitions from the military.
IndustryBernie Clark and Walt Bettinger discuss the future of the RIA industry
During IMPACT 2021, Bernie Clark and Walt Bettinger shared top trends affecting advisors and insights on how firms are evolving to stay ahead.
Culture | National Mentoring DayMy experience as an Asian-American working in financial services
Becoming a leader isn't about blending in, it's about embracing our differences. John Dang shares his experience in Schwab's D&I mentorship program.
Culture | National Mentoring DayMentorship Program partners with colleagues of color to support career growth
Schwab executive René Kim offers a mentor’s perspective on Schwab’s new Mentoring Program for colleagues of color.
IndustryServing Women Investors: Three insights from leading advisors
Women investors should not be viewed as a single market, but they do share life experiences that impact their preferences for how they invest.
IndustryRIAs, here are 4 ways to find your future new hire
Hear directly from Erin, an RIA intern with Schwab Advisor Services, who sat down with university reps and other industry professionals to gather tips for advisors on finding talent.
IndustryDespite digital adoption, affluent investors want advisors to manage their money
Data from Schwab's Digital Investor Survey shows that when it comes to serving affluent clients, independent advisors bring the power of people and technology together.
CultureWhy Schwab celebrates National Coming Out Day beyond October 11th
At Schwab, having an inclusive workplace culture that encourages employees to be themselves is great and having employees who truly believe in it is even better.
IndustryGen I Voices: A candid conversation with a new investor
New research by Schwab reveals unique habits and preferences of a new investor cohort, Generation Investor (Gen I).