Branch Location and Contact Information
Charles Schwab – Rockford Independent Branch
801 N Perryville Road. Suite 4
Rockford, IL 61107
Phone: (815) 209-0055
Schwab’s Rockford branch will also serve the neighboring towns of Belvidere, Loves Park, Cherry Valley, Roscoe and Machesney Park.
ROCKFORD (WIFR) – Charles Schwab, a provider of full-service brokerage services, announced today the opening of a new independent branch in Rockford, Ill. The branch opened its doors on Friday, Oct. 18, at 801 N. Perryville Road, Suite 4. It offers investors local access to a full suite of investing and personal finance guidance, tools and products.
The new Rockford location is part of a larger franchising initiative Schwab announced in early 2011. Schwab’s 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. Schwab’s company-managed and independent branches deliver the same suite of brokerage products and services, pricing, and overall client service and experience.
The Rockford branch is led by Schwab Independent Branch Leader Mark Gerard, a financial services professional with 18 years of experience in financial planning and portfolio design. Prior to joining Schwab’s independent branch network, Gerard spent nearly 15 years as a senior vice president, regional director and director of portfolio strategies at Envestnet, Inc. and four years at Gerard Asset Management.
“Through my conversations with clients, I’ve seen first-hand how important it is for people to have local access to actionable investing help and guidance that makes sense for their specific financial goals,” said Gerard. “Since its founding, Schwab has been an advocate for the individual investor, and I’m proud to be the face of Schwab in Rockford and surrounding communities.”
Gerard earned a bachelor’s degree from the University of Illinois in Champaign/Urbana. He lives with his wife and children and enjoys hiking, fishing, hunting and spending time with his family.
Gerard expects to hold a variety of educational investing workshops in the Rockford branch, which are complimentary and open to Schwab clients as well as the general public.