Why We're Admired

Arizona’s Most Admired Companies is an awards program designed to recognize the contributions and impact all Arizona employers bring to our great state. Now in its 9th year, Arizona’s Most Admired Companies program has quickly gained credibility as the most prestigious awards program in the state.

Leadership Excellence

Employees benefit from the same visionary leadership that Schwab clients and shareholders have come to expect and value from Schwab. Leadership qualities include trustworthiness, transparency, integrity, innovation and a willingness to question convention.

Modeling the way, EVP for Arizona, Bernie Clark, is a role model for employees, the community, and the industry. He was recently named an industry leader by Investment Advisor magazine as one of the 25 most influential people in the industry. He serves on the board of the Foundation for Financial Planning and the Arizona State University W.P. Carey School of Business, Center for Services Leadership. As well, he is involved in organizations in the Phoenix area, including serving as the president of the Saguaro High School Football Foundation and as an active supporter of the Phoenix Children’s Hospital.

Social Responsibility

In 2017 across the country, over 56,000 volunteer hours were invested in causes important to Schwab employees, an approximately $1.68M value. In addition, Schwab employees, along with the Charles Schwab Foundation match, contributed $3.88M in donations to nonprofits. Fully 99% of employees responding to a 2016 Schwab Volunteer Week survey said SVW makes them more likely to recommend Schwab as a great place to work and 90% said SVW helps differentiate Schwab from other financial Services firms.

All Schwab employees receive eight hours of paid time off each year for community service, and the Charles Schwab Foundation matches their charitable contributions dollar for dollar up to $1k per year. Employees who serve as board members of eligible nonprofit organizations are eligible to receive a special 2:1 match for donations to that organization of $25 or more, up to an expanded maximum of $2,000 maximum per employee, per year.

Just this past year, Schwab received the Civic 50 Award from the Points of Light Foundation recognizing Schwab for their employee volunteer and community engagement programs.

Customer Opinion

Schwab has a 40+ year history of world-class service. Since day one, the company has set out to challenge the status quo on behalf of investors, looking for ways to offer more value and a better experience. This contemporary, full service approach to wealth management helps people take ownership of their financial futures. We have over 345 branch offices across the U.S. that serve our clients, and we also provide access via the web, mobile and 24/7 phone service. Our aim is to delight clients with our culture of service and dedication to helping them achieve their goals.

This past year Schwab received several prestigious national customer service awards. These awards include ranking the highest in J.D. Power Full Service Investor Satisfaction Study for Third Consecutive Year, Schwab Intelligent Advisory™ named winner of a Celent 2018 Model Wealth Manager Award, being named #1 in Customer Service and Trade Reliability in the 2017 Investor’s Business Daily “Best Online Brokers” Survey for the fifth year in a row, and many more.

Schwab also hosted two noteworthy annual conferences, including its annual IMPACT® conference for independent registered investment advisor and independent record keeper clients of Charles Schwab & Co., Inc. They also debuted a new conference called ADVANTAGE®. This is an annual conference that brings together Growth-Minded Advisors who Gather to Shape the Future of the Independent Advice Industry.


For Schwab, the focus on innovation is not a new phenomenon for the company. “Schwab has a long history of challenging the status quo on behalf of investors, and technology has always been critical to better serve our clients,” said Neesha Hathi, Executive Vice President and Chief Digital Officer for Charles Schwab. “We aim to deliver a great client experience at every touch point, so we’re accelerating our work in digital experiences that improve clients’ day-to-day interactions.”

Most recently, Charles Schwab created Digital Accelerator Hubs, a new Digital Accelerator Program to speed creation of digital experiences to better serve investors Charles Schwab is expanding its digital development talent pool in both Austin and San Francisco. Schwab’s Accelerator program will be home to hundreds of existing employees and new hires, focused on accelerating the digital solutions Schwab delivers to its retail investors and the advisors and employers who serve them.

The Digital Accelerator brings together talent from across different functions and disciplines to rapidly develop new digital client experiences and reimagine existing ones. The program uses a design-thinking led, Agile approach, with cross-functional teams representing different parts of the client experience—service, product development, research and user experience—to rapidly ideate, iterate and test new ideas related to specific user journeys or specific business opportunities. Successful solutions have the opportunity to be rolled out to Schwab’s broader client universe of individual investors, independent advisors and firms offering retirement plans. These digital accelerators will innovate on behalf of Schwab’s clients and employees across the country, including the significant employee base in Arizona.

In addition, Schwab Intelligent Portfolios™ is a fully automated investment advisory service that uses sophisticated computer algorithms and the insights of Charles Schwab Investment Advisory, Inc. to build, monitor and rebalance diversified low-cost portfolios based on an investor’s stated goals, time horizon and risk tolerance. Schwab Intelligent Portfolios charges no advisory fees, commissions or account service fees.