Charles Schwab, one of the largest full-service investment services firms in the country, recently opened the doors to a new independent branch in Missoula, MT that offers investors local access to a range of investing, wealth management and personal finance guidance, tools and products. The new Missoula location, located at 741 S Higgins Ave, Suite B, 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 planning 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. Casey Herron, the Missoula Branch Leader, attended The University of Northern Colorado where he earned a Business degree in Marketing and Finance.
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