{"id":29247,"date":"2017-02-02T21:10:57","date_gmt":"2017-02-02T21:10:57","guid":{"rendered":"https:\/\/www.saratoga.com\/saratogabusinessjournal\/?p=29247"},"modified":"2017-02-03T17:03:10","modified_gmt":"2017-02-03T17:03:10","slug":"financial-investment-services-firm-opens-new-independent-branch-saratoga-springs","status":"publish","type":"post","link":"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2017\/02\/financial-investment-services-firm-opens-new-independent-branch-saratoga-springs\/","title":{"rendered":"Financial Investment Services Firm Opens A New, Independent Branch In Saratoga Springs"},"content":{"rendered":"<figure id=\"attachment_29310\" aria-describedby=\"caption-attachment-29310\" style=\"width: 850px\" class=\"wp-caption alignleft\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-29310\" src=\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/wp-content\/uploads\/sites\/48\/2017\/02\/schwab-hc.jpg\" alt=\"Maureen Parker, a financial services professional with 19 years of experience in investment management, is the branch leader of the new Charles Schwab office in Saratoga Springs. \u00a92017 Saratoga Photographer.com\" width=\"850\" height=\"629\" srcset=\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/wp-content\/uploads\/sites\/48\/2017\/02\/schwab-hc.jpg 850w, https:\/\/www.saratoga.com\/saratogabusinessjournal\/wp-content\/uploads\/sites\/48\/2017\/02\/schwab-hc-300x222.jpg 300w, https:\/\/www.saratoga.com\/saratogabusinessjournal\/wp-content\/uploads\/sites\/48\/2017\/02\/schwab-hc-768x568.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-29310\" class=\"wp-caption-text\">Maureen Parker, a financial services professional with 19 years of experience in investment management, is the branch leader of the new Charles Schwab office in Saratoga Springs.<br \/>\u00a92017 Saratoga Photographer.com<\/figcaption><\/figure>\n<p class=\"p1\"><span class=\"s1\">Charles Schwab, a full-service investment services firm, recently opened a new independent branch in Saratoga Springs.<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">Company officials said it offers a range of investing and personal finance guidance, tools and products. The office is at 46 Marion Ave.<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">The branch will also serve the neighboring towns of Wilton, Ballston Spa and Glens Falls.<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">Charles Schwab ranked \u201chighest in investor satisfaction with full-service brokerage firms\u201d in the J.D. Power 2016 Full Service Investor Satisfaction Study. <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">The Saratoga Springs branch is led by Schwab independent branch leader Maureen Parker, a financial services professional with 19 years of experience in investment management. <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">Prior to joining Schwab\u2019s network, Parker was a financial advisor at Morgan Stanley Wealth Management. Previously, she served as a financial advisor at Merrill Lynch. <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\"><!--more-->Parker also held positions at Credit Lyonnais Securities and Punk Ziegel in New York on the institutional sales desk. She began her career with Fidelity Investments as a customer sales representative and financial advisor.<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u201cThrough my conversations with clients, I\u2019ve seen firsthand how important it is for people to have local access to actionable investing help and guidance that makes sense for their specific financial goals,\u201d said Parker. \u201cSince its founding, Schwab has been an advocate for the individual investor, and I\u2019m proud to be the face of Schwab in Saratoga Springs and surrounding communities.\u201d<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">Parker attended Saint Michael\u2019s College, where she earned a Bachelor of Arts in political science. <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">She said she expects to hold a variety of educational investing workshops in the Saratoga Springs branch, which are complimentary and open to Schwab clients as well as the general public.<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">Officials said the new Saratoga Springs location is part of a larger franchising initiative Schwab announced in early 2011. Its decision to begin opening franchise branches, in addition to its more than 300 existing company-managed branches, is grounded in a commitment to make financial advice and guidance more accessible in local communities across the country. <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">Schwab\u2019s company-managed and independent branches deliver the same suite of brokerage products and services, pricing, and overall client service and experience. <\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">The office can be reached at 245-9999. More information is available at www.aboutschwab.com.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Charles Schwab, a full-service investment services firm, recently opened a new independent branch in Saratoga Springs. Company officials said it offers a range of investing and personal finance guidance, tools and products. The office is at 46 Marion Ave. The branch will also serve the neighboring towns of Wilton, Ballston Spa and Glens Falls. Charles [&hellip;]<\/p>\n","protected":false},"author":89,"featured_media":29310,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32],"tags":[],"class_list":["post-29247","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-legal-accounting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Financial Investment Services Firm Opens A New, Independent Branch In Saratoga Springs - Saratoga Business Journal<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2017\/02\/financial-investment-services-firm-opens-new-independent-branch-saratoga-springs\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Financial Investment Services Firm Opens A New, Independent Branch In Saratoga Springs - Saratoga Business Journal\" \/>\r\n<meta property=\"og:description\" content=\"Charles Schwab, a full-service investment services firm, recently opened a new independent branch in Saratoga Springs. Company officials said it offers a range of investing and personal finance guidance, tools and products. The office is at 46 Marion Ave. The branch will also serve the neighboring towns of Wilton, Ballston Spa and Glens Falls. Charles [&hellip;]\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2017\/02\/financial-investment-services-firm-opens-new-independent-branch-saratoga-springs\/\" \/>\r\n<meta property=\"og:site_name\" content=\"Saratoga Business Journal\" \/>\r\n<meta property=\"article:published_time\" content=\"2017-02-02T21:10:57+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2017-02-03T17:03:10+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/wp-content\/uploads\/sites\/48\/2017\/02\/schwab-hc.jpg\" \/>\r\n\t<meta property=\"og:image:width\" content=\"850\" \/>\r\n\t<meta property=\"og:image:height\" content=\"629\" \/>\r\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\r\n<meta name=\"author\" content=\"Jake Van Ness\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jake Van Ness\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2017\/02\/financial-investment-services-firm-opens-new-independent-branch-saratoga-springs\/\",\"url\":\"https:\/\/www.saratoga.com\/saratogabusinessjournal\/2017\/02\/financial-investment-services-firm-opens-new-independent-branch-saratoga-springs\/\",\"name\":\"Financial Investment Services Firm Opens A New, Independent Branch In Saratoga Springs - 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