Stephen Lo
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Stephen Lo Email & Phone Number

VP – Sr. Wealth Consultant at Charles Schwab
Location: Washington, District Of Columbia, United States 6 work roles
1 work email found @schwab.com 9 phones found area 917, 908, 410, and 732 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 9 phones

Work email s****@schwab.com
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
VP – Sr. Wealth Consultant
Location
Washington, District Of Columbia, United States
Company size

Who is Stephen Lo? Overview

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Quick answer

Stephen Lo is listed as VP – Sr. Wealth Consultant at Charles Schwab, a company with 20505 employees, based in Washington, District Of Columbia, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 917, 908, 410, 732, and a matched LinkedIn profile for Stephen Lo.

Stephen Lo previously worked as Sr Wealth Consultant at Charles Schwab and VP – Sr. Financial Consultant at Charles Schwab.

Company email context

Email format at Charles Schwab

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{first}.{last}@schwab.com
89% confidence

AeroLeads found 1 current-domain work email signal for Stephen Lo. Compare company email patterns before reaching out.

Profile bio

About Stephen Lo

Stephen Lo is a VP – Sr. Wealth Consultant at Charles Schwab. He possess expertise in small business retirement plans, titling and beneficiary designations, strategy, executive compensation planning, charitable giving. He is proficient in Chinese (Mandarin).

Listed skills include Small Business Retirement Plans, Titling And Beneficiary Designations, Strategy, Executive Compensation Planning, and 1 others.

Current workplace

Stephen Lo's current company

Company context helps verify the profile and gives searchers a useful next step.

Charles Schwab
Charles Schwab
VP – Sr. Wealth Consultant
san francisco, california, united states
Website
Employees
20505
AeroLeads page
6 roles

Stephen Lo work experience

A career timeline built from the work history available for this profile.

Sr Wealth Consultant

Current

Greater Washington DC Metropolitan Area

  • Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at.
  • NO BANK GUARANTEE
  • MAY LOSE VALUE
Jul 2023 - Present

Vp – Sr. Financial Consultant

1845 K ST NW, Washington DC 20006

Oct 2017 - Jul 2023

Vice President/Branch Manager

Towson, Annapolis, And Columbia, MD Branches

May 2008 - Oct 2017

District Manager - American Express Financial Advisors

Oct 1997 - Apr 2002
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

FAQ

Frequently asked questions about Stephen Lo

Quick answers generated from the profile data available on this page.

What company does Stephen Lo work for?

Stephen Lo works for Charles Schwab.

What is Stephen Lo's role at Charles Schwab?

Stephen Lo is listed as VP – Sr. Wealth Consultant at Charles Schwab.

What is Stephen Lo's email address?

AeroLeads has found 1 work email signal at @schwab.com for Stephen Lo at Charles Schwab.

What is Stephen Lo's phone number?

AeroLeads has found 9 phone signal(s) with area code 917, 908, 410, 732 for Stephen Lo at Charles Schwab.

Where is Stephen Lo based?

Stephen Lo is based in Washington, District Of Columbia, United States while working with Charles Schwab.

What companies has Stephen Lo worked for?

Stephen Lo has worked for Charles Schwab, Ameriprise Financial Services, Inc., Metropolitan Life Insurance Company, and American Express.

Who are Stephen Lo's colleagues at Charles Schwab?

Stephen Lo's colleagues at Charles Schwab include Aaron Hare, Deana Holcomb, Caeden Webster, Alexander Livingston, and Fahad Zaman.

How can I contact Stephen Lo?

You can use AeroLeads to view verified contact signals for Stephen Lo at Charles Schwab, including work email, phone, and LinkedIn data when available.

What skills is Stephen Lo known for?

Stephen Lo is listed with skills including Small Business Retirement Plans, Titling And Beneficiary Designations, Strategy, Executive Compensation Planning, and Charitable Giving.

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