Charles Schwab & Co, is grounded in a commitment to make financial advice and guidance more accessible in local communities across the country. 

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 first-hand 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.”

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