The Face of Wealth Management: Charles Schwab

kevin mcfarland Branch Owner & Sr. Financial Consultant Charles Schwab

SPONSORED CONTENT

Serving the community since 2020, Kevin McFarland brings over 30 years of experience to his role as the Branch Owner of Charles Schwab’s Roanoke Branch.

He shares Schwab’s belief that honesty and accountability are the cornerstones of strong relationships and believes that today’s investors deserve a better way. At Charles Schwab, we offer investors local access to a range of modern investing, wealth management, and personal financial guidance and services that combine the best of what people and technology can provide. We always look at the world through our client’s eyes because we believe our business should be about service, not sales. We believe in collaborating with you and getting to know you so we can work together on your terms. Kevin creates what we refer to as the ultimate client experience. He strives to make clients always feel welcome in the Roanoke branch and makes their needs the priority. When you visit this local branch, you’ll find financial guidance on your terms. He aims to help people achieve better financial outcomes for themselves and their families. He continues to innovate with the goal of demystifying the process of investing. Kevin partners with you to understand your goals, create a personalized plan, and develop your investment strategy. You’ll understand where your money is invested and why, any costs involved, and how you’re doing relative to your goals. 

Past performance is no guarantee of future results. Investing involves risk, including loss of principal. © 2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC

Compliance number 0925-FYTD

Charles Schwab
schwab.com/roanoke | (540) 682-7850
2219 Colonial Ave. SW #107, Roanoke VA 24015

Pictured: (Left to Right)
Kevin McFarland, Branch Owner & Sr. Financial Consultant, Kimberly Gignac, Client Service Specialist

Author

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