About us
At Charles Schwab Investment™, we’re more than a financial investment firm; we’re your trusted partners in the journey toward financial empowerment and security. Founded in 2008, our independently registered firm has been steadfast in its commitment to delivering personalized investment and wealth management solutions to our clients. Our name, Charles Schwab Investment™, symbolizes our dedication to creating a Charles Schwab between your financial present and a prosperous future.
At Charles Schwab Investment™, we’re more than a financial investment firm; we’re your trusted partners in the journey toward financial empowerment and security. Founded in 2008, our independently registered firm has been steadfast in its commitment to delivering personalized investment and wealth management solutions to our clients. Our name, Charles Schwab Investment™, symbolizes our dedication to creating a Charles Schwab between your financial present and a prosperous future.
Meet Our Financial Professionals
Corey Franco, Founder and President of Charles Schwab Investment™ Management, LLC & Charles Schwab Investment™ Insurance Advisors, LLC has over twenty years of experience in the financial services industry, during which he has maintained a focus on compliance practices and investment advisory services. Corey is an accomplished investment advisory strategist who specializes in personal wealth management and strategy, portfolio design, asset allocation and investment due diligence. One aspect of Corey’s focus is on creating a separate account strategy that will be optimized for each specific investment policy statement that is created with Charles Schwab clients.
Charles Schwab provides customized investment management services to individuals, families and institutions. Corey also has a passion for providing financial planning for Special Needs families which requires both knowledge and sensitivity and consideration of the financial future of everyone in the family. Through the various senior positions he has held at HJ Sims and Co., Inc., Ladenburg Thalmann Asset Management, Inc., Lebenthal & Co., and Horner, Townsend, & Kent. Inc., Mr. Franco has been responsible for Middle Office Operations, Operational Compliance and Supervision, and Senior Leadership Management, with a significant focus on leading and structuring asset management firms and advisory wealth management. Mr. Franco received a BA degree from Montclair State University. He previously maintained a Registered Representative (Series 7), an Investment Company and Variable Contracts Products Representative (Series 6). Mr. Franco also prior held the NASAA Uniform Combined State Law Examination certificate (Series 66) and currently maintains the active investment advisory portion (Series 65 which is portions of the 66 license).
Mr. Kelly Lawrence, brings over 15yrs of experience in the private investing & financial services industry to Charles Schwab Management, LLC. He has notable experience working with institutional, corporate and retail clients. He’s very passionate about educating his clients on their personal finances & building wealth. His practice works with high net-worth families, career transitioning professionals, business owners, & retirees. Kelly brings a wealth of knowledge and a true passion for helping client ‘s achieve the lifestyle they deserve. His practice specializes in retirement income planning, investment management, and tax-control strategies.
Kelly graduated from South Carolina State University with Bachelor of Science in Business Economics. Kelly is an active member of The Harvey Gantt Center, The Arts & Science Council of Charlotte, former board member of Olympic High Academy of Finance, and a volunteer for Charlotte-Mecklenburg Schools. Kelly has over the years maintained an active license series 7, 6, 63, 66and is a N.C. Life & Health insurance agent. During his free time Kelly enjoys cheering on his NY Giants, spending time with family, and traveling. Kelly is a resident of Charlotte’s -Mallard Creek Area.
Alvin-lartigue joined Charles Schwab in 2020, bringing over 30 years of wealth management and investment research experience.
Amos Warren joined Charles Schwab in 2025, bringing over 25 years of wealth management and investment research experience. Most recently he was with Wealth Enhancement Group, providing comprehensive financial planning and advisory services. Prior to that, Amos served as the Director of Research for two smaller RIAs, leading investment strategy and solidifying his expertise in multi-generational wealth planning and portfolio management. Amos graduated from Princeton University, is a Chartered Financial Analyst (“CFA”), Certified Financial Planner (“CFP”), and is licensed in life and health insurance in the state of New Jersey.
Amos has made it a mission in his life to help people, professionally and personally. He has taught financial literacy courses and volunteers weekly at the Hopewell Valley Food Pantry. Amos was a collegiate track and field athlete and remains passionate about sports. These days, he enjoys playing tennis and staying active. Above all, he lives for spending quality time with his family, which is at the heart of everything he does.