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Seattle: March 2018 Lunch Meeting

March 15, 2018

11:30 AM – 1:00 PM

Event Contact

Emily Curcio


Merrill Lynch, Key Center Building
601 108th Ave NE, Suite 2100
Bellevue, WA 98004
Financial Wellness: Understanding Today’s Hottest Corporate Trend

Speaker Information

Melissa Howell, CEP | Senior Client Service Manager | Charles Schwab & Co., Inc.
Melissa Howell is a senior client service manager within Charles Schwab’s Stock Plan Services group. Ms. Howell joined Charles Schwab in 2011 and has over 15 years of experience within the financial services industry. Melissa has held operations, client service, compliance, team management, and relationship management roles during her financial services tenure. In her current role, Melissa provides strategic relationship oversight and supports the day to day interactions between Schwab and their corporate clients, ensuring all aspects of their stock plans are running smoothly. Melissa graduated from Kent State University with her BBA in Business Management in 2001 and earned her Certified Equity Professional designation from Santa Clara University in 2015.

Keith Morgan, CEP | Managing Director, Business Strategy | Charles Schwab & Co., Inc.
Keith Morgan is director of business strategy for Schwab Stock Plan Services. He is responsible for partnering with the leadership team to form business strategy, articulate results, support client analytic engagements and execute the department’s internal communication plan. The business strategy team partners closely with many stakeholders across the firm to help shape the Schwab stock plan offering to support clients and feed thought leadership initiatives while driving business growth.

Keith has over 20 years of experience in the financial services industry including 17 years with Schwab Stock Plan Services. During this time he has held leadership positions in product management, relationship management and conversion. His background includes both retirement plan and equity compensation plan administration, with experience in several other areas including client service, plan administration, project management, and customer service.

Keith earned a bachelor’s degree in Management from the University of New Haven. He holds a Certified Equity Professional (CEP) designation from the Certified Equity Professional Institute and is FINRA Series 7, 63 and 24 licensed.

Event Details

Financial Wellness: Understanding Today’s Hottest Corporate Trend

This session will dive into the current trend of Financial Wellness program implementation at companies across the country. We will look at industry trends and Schwab insights, as we seek to understand what Financial Wellness is and how to promote it across employee populations. Specifically, this session will seek to address the following objectives:
  • What exactly is Financial Wellness, and how do you define it?
  • The connection between financial stress, physical wellness, and the drag on the bottom line
  • Key components of Financial Wellness programs
  • Equity Compensation’s Role in Financial Wellness 
  • Melissa Howell, CEP, Senior Client Service Manager, Charles Schwab & Co., Inc.
  • Andrew Gorder | Managing Director, Client Relationship Management | Charles Schwab
    Andrew Gorder is Vice President for Schwab’s Stock Plan Services business. His scope of responsibility includes Relationship Management, Participant Education, Communication and Activation. He is also a member of the Stock Plan Services leadership team.
    Mr. Gorder has been with Charles Schwab for over 22 years. During his time with the firm he spent several years in various roles within The Charles Schwab Trust Company and the Retirement Business Services organization. Most recently he had responsibility for Schwab’s Designated Brokerage Services business. As part of this role he was a key member of the management team that led the acquisition of Compliance11.
    Prior to joining the firm, Mr. Gorder served as an Assistant Vice President and Trust Officer in the personal trust division of The Bank of California. He earned a Bachelor’s degree in Managerial Economics from the University of California at Davis.


Merrill Lynch, Key Center Building (across from the Downtown Bellevue Transit Center)
601 108th Ave NE, Suite 2100, Bellevue, WA 98004

Underground parking is available. The entrance is located on 108th Ave NE next to a yellow fire hydrant between the Concur and Key Bank buildings (note “Key Center” sign designating the entrance/exit). Once you’ve parked, take the elevator up to the lobby (ML will validate for parking so please bring your ticket). From the lobby, locate the elevator bank for floors 14-21 and proceed to the 21st floor. 

Fee Structure

NASPP Members: Free
Nonmembers:  $25
Payments can be made via PayPal under account
We can accept checks at the meeting made payable to "Seattle Chapter of NASPP."

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


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