Brian McGinty Email & Phone Number
Managing Director @ Schwab Advisor Services
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Brian McGinty Location
- Phoenix, AZ, US
Brian McGinty Work
- Managing Director @ (July 2025 - Present)
- Director, Centralized Relationship Management @ (December 2023 - July 2025)
- Relationship Manager @ (March 2020 - December 2023)
- Regional VP - RIA @ (November 2017 - August 2019)
- Vice President and RIA Consultant @ (December 2010 - July 2017)
- VP and Regional Director - Sales @ Grail Advisors (March 2009 - July 2010)
- VP and Regional Director - Sales @ (June 2003 - February 2009)
- National Sales Manager - Registered Investment Advisors @ (December 1998 - June 2003)
- Regional Marketing Representative @ (September 1995 - December 1998)
Brian McGinty Education
- University of Colorado at Denver
Master (Business Administration)
- University of Hawaii at Manoa
Bachelor of Arts (Communication Management)
Brian McGinty Skills
- Mutual Funds
- Equities
- ETFs
- Financial Advisory
- FINRA
- Separately Managed Accounts
- Fixed Annuities
- Relationship Management
- Trading
- Bonds
- Insurance
- Start-ups
- Options
- Banking
- Investments
- Asset Management
- Alternative Investments
- Asset Allocation
- Wealth Management
- Fixed Income
- Securities
- Portfolio Management
- Financial Services
- Investment Advisory
- Investment Strategies
- Retirement Planning
- Investment Management
- Start Ups
- RIA
Brian McGinty Summary
- Brian McGinty, based in Phoenix, AZ, US, is currently a Managing Director at Schwab Advisor Services. Brian McGinty brings experience from previous roles at Schwab Advisor Services, Carillon Tower Advisers and OppenheimerFunds. Brian McGinty holds a Master in Business Administration @ University of Colorado at Denver. With a robust skill set that includes Mutual Funds, Equities, ETFs, Financial Advisory, FINRA and more. Brian McGinty has 2 emails and 1 mobile phone numbers on RocketReach.
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