A relationship you can trust, close to home.

Schwab Branch, Potomac

12435 Park Potomac Ave, Suite R-3
Potomac, MD 20854

Hours today:8:30 a.m. - 5:00 p.m.

Branch phone:301-795-2821

For support 24/7:800-435-4000

Check deposits accepted until 5:00 p.m.

Cash deposits are not accepted.

It all starts when you walk into our branch.

Daniel Stein

Daniel Stein

VP - Branch Manager

CFA®, CFP®

Kristin Hayes

Kristin Hayes

VP - Financial Consultant

CFP®

At our Potomac Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals.

As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions.

We offer:

A Financial Consultant can help you get where you want to be.

When you work with one of our Financial Consultants, you can count on partnering that’s founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you achieve your financial goals will be their priority.

While appointments are suggested, we are happy to assist you at any time during business hours.

Request appointment
What to expect at an appointment

Knowledge brings opportunity. Join us for a local workshop.

Discover more ways to help you achieve your financial goals. We offer complimentary workshops where you can learn about investing, trading, saving, and so much more. Try one out—reserve your spot today. You don’t need to be a Schwab client to attend.

See all workshops

  • Portfolio Management and Personalized Advice at Charles Schwab

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    Potomac
    12435 Park Potomac Ave
    Potomac, MD 20854

    June, 29 2019
    11:30 AM - 12:30 PM

    Reserve a spot

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    Tysons Corner
    1650 Tysons Corner
    Mc Lean, VA 22102

    June, 27 2019
    2:00 PM - 3:00 PM

    Reserve a spot

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