NEW CHARLES SCHWAB BRANCH IN MYSTIC INVITES INVESTORS TO “TALK TO CHUCK”

NEWS RELEASE

Contacts:
Anna Sanford
Charles Schwab
(415) 667-0507
anna.sanford@schwab.com

Eric Staub
Edelman
(212) 819-4804
eric.staub@edelman.com

NEW CHARLES SCHWAB BRANCH IN MYSTIC INVITES INVESTORS TO “TALK TO CHUCK”

MYSTIC, Conn., May 23, 2013 — Charles Schwab & Co., Inc., a full-service brokerage firm, announced today the opening of a new independent branch in Mystic, Conn. The branch opened its doors on Thursday, May 23, at 4 Holmes Street, Suite B. It offers investors local access to a full suite of investing and personal finance guidance, tools and products.

The new Mystic 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 investment products and services, pricing, and overall client service and experience.

The Mystic branch is led by Schwab Independent Branch Leader Russ Burgess, a financial services professional with more than 20 years of experience. Prior to joining Schwab’s independent branch network, Russ was a portfolio manager and Director of Investments at The Washington Trust Company where he chaired the Asset Allocation and Manager Research Committees. Burgess started in the financial services industry in 1993 at Donaldson Lufkin and Jenrette in Boston.

“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 Burgess. “Since its founding, Schwab has been an advocate for the individual investor, and I’m proud to be the face of Schwab in Mystic and the surrounding communities.”

Burgess earned a bachelor’s degree in economics from the University of Vermont and attended the New England School of Banking when he joined the Washington Trust Company in 2000. He lives with his wife and three daughters in Mystic. In his spare time, he serves on the board of the Stonington Community Center and enjoys tennis, biking and being on the water.

Free Investing Workshops
Thursday, July 25, 2013 5:00 PM Market Snapshot with Liz Ann Sonders Thursday, Aug 8, 2013 5:00 PM Bond Snapshot with Kathy Jones
Thursday, Aug 22, 2013 5:00 PM Make the Most Out of Schwab.com

Burgess expects to hold a variety of educational investing workshops in the Mystic branch, which are complimentary and open to Schwab clients as well as the general public.

Branch Location and Contact Information
Charles Schwab – Mystic Independent Branch
4 Holmes St Suite B Mystic, CT 06355
Phone: (860) 415-8090

Schwab’s Mystic branch will also serve the neighboring town of Westerly, New London, Gales Ferry, Ledyard, Groton, Stonington, North Stonington, Quaker Hill, Pawcatuck, Waterford and Fishers Island.

About Charles Schwab The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with more than 300 offices and 8.9 million active brokerage accounts, 1.6 million corporate retirement plan participants, 888,000 banking accounts, and $2.08 trillion in client assets as of March 31, 2013. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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(0513-3767)

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