Ty Meadows CMT, CFP®, CWS®

Observer
DISC Type : ci

Director, Schwab Advisor Services at Schwab Advisor Services

Phoenix, Arizona, United States

Overview

Ty Meadows is a Director at Schwab Advisor Services, where he leads a team of Account Managers dedicated to supporting independent Registered Investment Advisors (RIAs). With a long tenure at Charles Schwab in various senior roles, he leverages deep industry experience to help advisory firms grow. He is a graduate of Arizona State Universitys W. P. Carey School of Business.

Outside of his primary role, Ty shows an interest in the community and professional development, having promoted continuing education and networking events for CFP® professionals. He also appreciates unique company traditions, as shown by his interest in the custom #SchwabFirebird car for the Charles Schwab Challenge.

He was a self-described "plank owner" when launching the Schwab Wealth Advisory in Century City, a naval term for an original crew member.

Personality Overview

Example Seeker

Curious

Assertive

They often ask many questions and rely heavily on information and documentation.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Supporting RIAs
His current role is focused on leading a team that helps independent Registered Investment Advisor (RIA) firms reach their full potential.
Wealth Advisory
He has held multiple senior management roles in Schwab's Wealth Advisory and Private Client divisions and led the launch of a new team in Century City.
Team Leadership
He frequently mentions leading his team and has been responsible for hiring key leadership and advisory roles in new company initiatives.

Media Appearances

Ty has no verified media appearances

Work History

6-2025
Director, Schwab Advisor Services at Schwab Advisor Services
7-2019 - 5-2025
Senior Regional Manager - Schwab Wealth Advisory at Charles Schwab
10-2016 - 6-2019
Senior Regional Manager - Schwab Private Client Investment Advisory at Charles Schwab
7-2014 - 9-2016
Vice President / Branch Manager at Charles Schwab
1-2014 - 7-2014
Senior Team Manager - Active Trader / Trading Services at Charles Schwab

Education

2003 - 2007
Bachelor's Degree from W. P. Carey School of Business – Arizona State University
2006 - 2007
Certificate from W. P. Carey School of Business – Arizona State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Phoenix, Arizona, United States Job Level : Mid-senior Designation : Director, Schwab Advisor Services at Schwab Advisor Services
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Insights For Selling To Ty

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Focus on immediate action-items rather than the larger goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ty is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Ty

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Ty move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Ty take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Ty

Personality Compatibility


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