Schwab Wealth Advisory, Inc. • Present
Senior Wealth Advisor — bespoke wealth management for high-net-worth individuals and families.
Senior Wealth Advisor • Schwab Wealth Advisory, Inc.
Indianapolis, IN • Registered in 31 U.S. states and territories
✓ Verify My Background FINRA BrokerCheck • CRD #6753420 →Focused on wealth management, portfolio management, retirement planning and strategic financial advice. I build clear, long-term strategies tailored to each client — measured by outcomes, not quotas.
Background & approach
Experienced financial services professional with a career spanning wealth advisory and investment solutions. Previously with Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and VALIC Financial Advisors, Inc. Currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc.
Clean BrokerCheck record (CRD #6753420) with no disclosures or customer complaints. Passed 2 General Industry/Product Exams and 2 State Securities Law Exams. Philosophy: listen first, plan in writing, review relentlessly.
Pragmatic, client-first advice
Straightforward strategies designed for the long game — clear, disciplined and tailored to your goals.
Track record you can verify
Senior Wealth Advisor — bespoke wealth management for high-net-worth individuals and families.
Financial Advisor — registered office, Indianapolis, IN area.
Workplace and personal advisory for retirement plan participants.
Brokerage and investment solutions for retail clients.
Financial advisory foundations — annuities, retirement and protection planning.
Registered in 31 U.S. states and territories • 2 General Industry/Product Exams • 2 State Securities Law Exams • FINRA BrokerCheck CRD #6753420 • No disclosures
What it feels like to work together
"Tyrone explained every move in plain language and kept me disciplined through volatile markets."
"Honest advice, no fluff. He told me what not to do before recommending anything."
"Proactive, responsive, and focused on the long game. Exactly what I was looking for."
Get in touch directly
Reach out via Telegram, Crypto/Stock chats or Email. I'll respond within one business day.