Bryan Olson

Bryan Olson: Email & Phone Number

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President/Managing Director - Schwab Wealth Advisory, Inc. at Charles Schwab|Boston, Massachusetts, United States

Position:

President/Managing Director - Schwab Wealth Advisory, Inc. at Charles Schwab

Location:

Boston, Massachusetts, United States

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Last updated: 2026-05-08
Updated: 2026-05-08

Found email addresses for Bryan Olson:

Business emails:
Personal emails:
b***@aol.com,
o***@navy.mil

Found phones for Bryan Olson:

+1-623-***-**27,
+1-323-***-**80,
+1-623-***-**92
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Work Experience 40 years

President/Managing Director - Schwab Wealth Advisory, Inc. at Charles Schwab

Jan 2021 - Current

Chief Operating Officer/Managing Director - Charles Schwab Investment Management, Inc. at Charles Schwab

Jan 2020 - Jan 2021

Chief Operating Officer/Managing Director - Charles Schwab Investment Advisory, Inc. at Charles Schwab

Jan 2018 - Jan 2020

Managing Director, Advisor Management at Charles Schwab

Jan 2017 - Jan 2018

President/Head of Integration - ThomasPartners, Inc. at Charles Schwab

Jan 2013 - Jan 2017

President/Head of Integration - Windhaven Investment Management, Inc. at Charles Schwab

Jan 2010 - Jan 2017

Managing Director/Head of Portfolio Consulting - Schwab Private Client Investment Advisory at Charles Schwab

Jan 2006 - Jan 2010

Managing Director - Advice Practice Management and Training at Charles Schwab

Jan 2002 - Jan 2006

Managing Director, Director, Sr. Research Analyst - Schwab Center for Financial Research at Charles Schwab

Jan 1996 - Jan 2002

Various Roles including Client Engagement, Research, Trading, Operations at Privately Held Registered Investment Advisor (merged into Cerity Partners)

Jan 1989 - Jan 1996

US Naval Reservist at US Navy

Jan 1986 - Jan 1992

Bryan Olson started working in 1986, then the employee has changed 2 companies and 10 jobs. On average, Bryan Olson works for one company for 4 years 4 months.

Their professional focus is Analytical Skills, Certified Financial Planner, and Investment Advisory across 3 core areas.

Education

Bachelor's of Science - BS at Weber State University

Frequently Asked Questions

What is Bryan Olson's email address?

SignalHire found verified email addresses for Bryan Olson, both business and personal. Their business email is o**@aboutschwab.com, and personal emails include o***@aboutschwab.com, b***@aol.com, and o***@navy.mil.

What is Bryan Olson's phone number?

SignalHire found multiple verified phone numbers for Bryan Olson: +1-909-***-**44, +1-623-***-**27, and +1-323-***-**80.

How do I contact Bryan Olson at Charles Schwab?

You can reach Bryan Olson through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Bryan Olson's professional background?

Bryan Olson has 40 years of professional experience. They have held roles including Chief Operating Officer/Managing Director - Charles Schwab Investment Management, Inc., Chief Operating Officer/Managing Director - Charles Schwab Investment Advisory, Inc., and Managing Director, Advisor Management at companies such as Charles Schwab, Charles Schwab, and Charles Schwab. Their education includes Bachelor's of Science - BS from Weber State University.

Is Bryan Olson's contact information up to date?

Yes. Bryan Olson's SignalHire profile was last updated on 8 May 2026, reflecting their current position as President/Managing Director - Schwab Wealth Advisory, Inc. at Charles Schwab in Westlake, Texas, United States.

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