Charles Schwab
Financial Advisors
· Roanoke, VA
Published in partnership with Charles Schwab
Book online anytime
Charles Schwab's Roanoke branch offers comprehensive investment and brokerage services for investors of all experience levels and wealth levels. Led by Kevin McFarland, a Financial Consultant with AAMS® certification, the branch provides personalized financial guidance, investment management, account opening, and ongoing portfolio support. Whether you prefer self-directed investing or working with a consultant, Schwab combines local expertise with access to their full suite of digital tools and 24/7 support.
Best for: Self-directed investors, individuals seeking personalized investment advice, families building wealth, clients wanting both local and digital financial services
Service area: Roanoke, Virginia and surrounding areas
Local Expert Leadership: Branch is led by Kevin McFarland, AAMS®-certified Financial Consultant dedicated to helping clients reach their financial goals with personalized strategy.
Flexible Service Model: Serve both self-directed investors and those wanting hands-on consultant guidance, supporting every financial journey regardless of wealth level.
Integrated Support: Combine in-branch expertise with 24/7 phone support, mobile app access, and market insights to support evolving financial needs.
Book online: Book Online Now →
Phone: (540) 682-7850
Address: 2219 Colonial Ave SW #107, Roanoke, VA 24015 (Get directions)
Website: schwab.com