Javier Lopez

Javier Lopez's email & phone

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Sr. Manager, Wealth Advisor at Charles Schwab|New York, New York, United States

Position:

Sr. Manager, Wealth Advisor at Charles Schwab

Location:

New York, New York, United States

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Last updated: 2025-11-20
Updated: 2025-11-20

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Work Experience 18 years

Sr. Manager, Wealth Advisor at Charles Schwab

May 2025 - Current

VP Financial Consultant at Charles Schwab

Sep 2016 - May 2025

VP Branch Manager at Citi

Aug 2015 - Sep 2016

Stock Benefit Consultant / Financial Advisor at UBS

Sep 2014 - Aug 2015

AVP Branch Manager at PNC

Aug 2013 - Aug 2014

Private Client Relationship Manager at PNC

Apr 2011 - Aug 2013

Small Business Specialist at JPMorgan Chase

Sep 2009 - Sep 2010

Licensed Personal Banking Officer at JPMorgan Chase

Jul 2008 - Sep 2009

Education

College for Financial Planning

Bachelor of General Studies at University of Connecticut

Harrison High School

Frequently Asked Questions

What is Javier Lopez's email address?

SignalHire found a verified business email address for Javier Lopez: l**@aboutschwab.com.

What is Javier Lopez's phone number?

SignalHire found a verified phone number for Javier Lopez: +1-***-***-3488.

How do I contact Javier Lopez at Charles Schwab?

You can reach Javier Lopez 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 Javier Lopez's professional background?

Javier Lopez has 18 years of professional experience. They have held roles including VP Financial Consultant, VP Branch Manager, and Stock Benefit Consultant / Financial Advisor at companies such as Charles Schwab, Citi, and UBS. Their education includes College for Financial Planning, and Bachelor of General Studies from University of Connecticut.

Is Javier Lopez's contact information up to date?

Yes. Javier Lopez's SignalHire profile was last updated on 20 November 2025, reflecting their current position as Sr. Manager, Wealth Advisor at Charles Schwab in Westlake, Texas, United States.

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