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

Andrea Stephenson

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United States
Sarasota, FL
Andrea Stephenson

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As a VP – Sr. Financial Consultant in Sarasota, 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 approach 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 941-444-3026 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

10/06/2026

https://bit.ly/3TIArZ5

Each month, Schwab Market Insights highlights key economic data, market trends, and portfolio considerations, giving investors our view of what's happening and what it might mean for their investments.

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

Website

http://www.schwab.com/

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