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Bob Bennett | Independent Branch Leader and Financial Consultant
Bob Bennett
Independent Branch Leader and Financial Consultant
I’m a Schwab franchisee and operate my own independent branch, where I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • Series 7, 26, 63, 65, 66 Securities Licenses


45 years of professional experience
  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2014-present
  • Customer Service Specialist, Charles Schwab, 2014-2014
  • Head Coach, Men's Lacrosse, Alderson Broaddus University, 2012-2014
  • Director, Global Asset Management, Janus Capital Group, 2006-2012
  • Director, Financial Dealer Division, AIM Investments, 1998-2005
  • National Sales Manager, John Hancock Funds, 1997-1998


  • Bachelor of Science, Frostburg State University

Community & Professional Affiliations

  • Easton Business Alliance - Board Member
  • Fleet Captain - Miles River Yacht Club
Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

To see how your representative is compensated, go to

While working with a Financial Consultant is complimentary, the implementation of any recommendations made during consultations may result in trade commissions or other fees, charges, or expenses.

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.



Branch Details
Easton-Independent Branch
218 N Washington Street,Suite #5
Easton,MD 21601-3153