Charles Schwab, one of the largest full-service investment services firms in the country, recently opened the doors to a new independent branch in Rehoboth Beach that offers investors local access to a range of investing, wealth management and personal finance guidance, tools and products.
The new Rehoboth Beach location at 19266 Coastal Highway is part of a larger franchising initiative Schwab announced in early 2011. Schwab’s decision to begin opening franchise branches, in addition to its more than 300 existing company-managed branches, is grounded in a commitment to make financial advice and planning more accessible in local communities across the country. Schwab’s company-managed and independent branches deliver the same suite of brokerage products and services, pricing, and overall client service and experience.
The Rehoboth Beach branch is led by Schwab Independent Branch Leader Mark E. Engberg, CFP, a financial services professional with nearly 20 years of experience in investment management. Prior to joining Schwab’s independent branch network, Engberg was a financial advisor and partner with Comprehensive Financial Solutions in Salisbury, Md.
“I’ve seen firsthand how important it is for people to have local access to actionable investing help and guidance that makes sense for their specific financial goals,” said Engberg. “Since its founding, Schwab has been an advocate for the individual investor, and I’m proud to be the face of Schwab in Rehoboth Beach and surrounding communities.”
Stephanie P. Brown is also joining Engberg as an independent branch financial consultant. Engberg and Brown have worked as team for nearly 15 years. In her new role, Brown will provide wealth management and investing help and guidance to Schwab clients through financial planning discussions and personalized portfolio consultations. Prior to joining Schwab, Brown was chief operating officer and director of technology and strategic planning at Comprehensive Financial Solutions.
Engberg expects to hold a variety of educational investing workshops in the Rehoboth Beach branch, which are complimentary and open to Schwab clients as well as the general public.
Charles Schwab – Rehoboth Beach Independent Branch is located at 19266 Coastal Hwy, Unit 5, and can be reached at 302-260-8731.
At Charles Schwab they believe in the power of investing to help individuals create a better tomorrow. They have a history of challenging the status quo in the industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing clients’ goals with passion and integrity. More information is available at www.aboutschwab.com.