Joseph Orta

Joe Orta is a Senior Specialist on Schwab's Digital Experience & Adoption Team, helping advisors make the most of Schwab's digital tools and resources. His goal is simple: help firms work smarter, save time, and create better experiences for both advisors and their clients. Joe joined Schwab in 2022 as a Senior Specialist on the Alternative Investments Service team, where he worked closely with advisors supporting alternative investment offerings and operational processes. Joe earned his degree from the University of Central Florida and holds FINRA Series 7 and 63 licenses. He takes pride in building relationships, sharing knowledge, and helping advisors confidently navigate Schwab's digital landscape.