Bart Schannep Email & Phone Number

President - President, Co-Founder @ Southwest Investment Advisors

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Bart Schannep's Location

Tucson, Arizona, United States

Bart Schannep's Work

President - President, Co-Founder @ Southwest Investment Advisors
Rotating Chairman @ Town of Oro Valley Board of Adjustments
President of the Board Member @ Gospel Rescue Mission, Tucson, AZ

Branch Manager and Vice President @ Piper Jaffray
Account Executive, Branch Manager and Vice President @ Dean Witter/Morgan Stanley

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Bart Schannep's Education

Cannon Financial Institute
Certified Wealth Specialist ( CWS)
2008 - 2008
University of Pennsylvania - The Wharton School
CIMA ( Certified Investment Management Analyst)
2000 - 2000
Northern Arizona University-The W. A. Franke College of Business
Finance ( )
1978 - 1982

Bart Schannep's Skills

Wealth Management
Estate Planning
Investment Advisory

Wealth
Securities
Asset Allocation
Series 6
Retirement Planning
Financial Planning
Asset Management

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Bart Schannep's Summary

Bart Schannep, based in Tucson, Arizona, United States, is currently a President - President, Co-Founder at Southwest Investment Advisors, bringing experience from previous roles at Town of Oro Valley Board of Adjustments, Gospel Rescue Mission, Tucson, Az, Piper Jaffray and Dean Witter/Morgan Stanley. Bart Schannep holds a 2008 - 2008 Certified Wealth Specialist in CWS @ Cannon Financial Institute. With a robust skill set that includes Wealth Management, Estate Planning, Investment Advisory, Wealth, Securities and more, Bart Schannep contributes valuable insights to the industry. Bart Schannep has 4 emails and 1 mobile phone number on RocketReach.