Charles Schwab offers a range of investing and personal finance guidance, tools and products. Schwab Independent Branch Leader Andrew Weltz leads the O’Fallon branch, bringing more than 20 years of experience as an investment and financial services professional. Prior to re-affiliating with Charles Schwab, Weltz was a financial consultant with the Fortis Financial Group, NPC, in St. Louis, where he worked with individuals and businesses to develop comprehensive financial plans to reach their personalized goals. He also spent a combined nine years as a financial professional at Charles Schwab and Fidelity Investments.
“Through my conversations with clients, I’ve seen firsthand that people are looking for actionable investing help and guidance to plan for their specific financial goals,” said Weltz. “Schwab has always been an advocate for the individual investor and strongly believes in providing local, face-to-face access to help, transparent pricing and investing resources. Putting clients’ needs first and offering access to the tools and resources they need to help meet their goals are of the utmost importance, and I’m proud to be the face of Schwab in the O’Fallon community.”
Schwab believes in the power of investing to help individuals create a better tomorrow. Schwab has a history of challenging the status quo in the financial industry, innovating in ways that benefit investors and championing clients’ goals with passion and integrity. Schwab offers a modern approach to wealth management so clients can take ownership of their financial lives.
Schwab’s O’Fallon branch serves O’Fallon and all surrounding towns, including Lake St. Louis, Dardenne Prairie, Wentzville, Troy, Foristell, Moscow Mills, and Old Monroe. Call Andrew directly at 636-486-8094 or visit Schwab.com/Ofallon to learn more.