Andrea Stephenson

Andrea Stephenson As a Schwab Financial Consultant, it’s my job to help you create a better financial life. This page and updates are for U.S. residents only.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern appr

oach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 727-465-2632 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

© 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.

Your long-term-held real estate may be your most highly appreciated asset. Donating it to charity could help you achieve...
10/21/2024

Your long-term-held real estate may be your most highly appreciated asset. Donating it to charity could help you achieve your charitable goals—and potentially a sizable tax deduction.

A tax-smart approach to maximize your philanthropic impact.

10/07/2024

Is the next big thing in ? Hear Ryan Raffin and Eric Joranson’s take on crypto for a cause, including recent trends, considerations for crypto donors, and how charities could put these non-cash assets to use.

Charles Schwab and the Sarasota Team are so excited to be supporting the new Mote Marine Laboratory in Sarasota.        ...
04/18/2024

Charles Schwab and the Sarasota Team are so excited to be supporting the new Mote Marine Laboratory in Sarasota.

How can you pass on the joy of   to your family members and loved ones? In the latest Main Street Story, one Schwab Char...
03/15/2024

How can you pass on the joy of to your family members and loved ones? In the latest Main Street Story, one Schwab Charitable donor learned about the lasting benefits of a comprehensive giving plan. https://bit.ly/4ckL9JK

Learn how to change the way your family thinks about donating to charity and see how you could make an impact for years to come.

What’s trending in your future? Take our retirement quiz to find out what kind of life you’ll lead in your golden years ...
10/13/2022

What’s trending in your future? Take our retirement quiz to find out what kind of life you’ll lead in your golden years and how to plan accordingly. https://hearsay.social/3CVjWxS

10/11/2022

During a down market, make sure you consider these moves that focus on tax planning and portfolio maintenance.

Managing our personal finances aren’t always fun but there are ways to make money management as painless as possible. Th...
10/10/2022

Managing our personal finances aren’t always fun but there are ways to make money management as painless as possible. These are the five common money missteps.

Here are five common money missteps and the measures you can take to get back on track.

Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discu...
10/08/2022

Kevin Gordon, a senior investment researcher with the Schwab Center for Financial Research, joins Mike Townsend to discuss the nature of recessions, what measures Schwab is watching, and why they matter when assessing where we stand. Learn more:

Investors are faced with an overload of data on jobs, inflation, energy prices, housing and more. But does it all add up to a recession?

When the market remains volatile for an extended period, you may want to adopt a more defensive approach. Here are three...
10/07/2022

When the market remains volatile for an extended period, you may want to adopt a more defensive approach. Here are three tips:

When the market takes a turn, traders may want to go back to basics.

These days more and more people are being affected by extreme weather situations that are threatening their lives and li...
10/06/2022

These days more and more people are being affected by extreme weather situations that are threatening their lives and livelihoods. Carrie Schwab-Pomerantz talks about how to be financially prepared, including packing a "go bag."

Can you financially weather a storm—or flood or fire? Here's how to prepare, including packing a financial "go bag."

There are three common mistakes that can negatively impact your retirement income. Learn how you can avoid these mistake...
10/05/2022

There are three common mistakes that can negatively impact your retirement income. Learn how you can avoid these mistakes.

Avoiding simple mistakes can extend the life of your portfolio.

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, ...
09/01/2022

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, for a discussion about the latest economic data and indicators that could impact the investing landscape. Schwab.com/Live

Address

100 University Town Center
Sarasota, FL
34243

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 5pm

Telephone

+19414443026

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