Cfp®️ Cws Email

Manager, Wealth Advisor at Schwab Wealth Advisory @ SCHWAB WEALTH INVESTMENT ADVISORY, INC.

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Cfp®️ Cws Location

Irving, TX, US

Cfp®️ Cws Work

2019 - now Manager, Wealth Advisor at Schwab Wealth Advisory @ SCHWAB WEALTH INVESTMENT ADVISORY, INC.
2019 - 2022 Manager, Private Client Advisor @ Charles Schwab
2015 - 2022 Vice President - Financial Consultant @ Charles Schwab

2013 - 2015 Associate Financial Consultant @ Charles Schwab
2011 - 2012 Financial Advisor @ Merrill Lynch
2010 - 2011 Branch Manager @ Wells Fargo
2009 - 2010 Small Business Banker @ Wells Fargo
2008 - 2009 Personal Banker @ Wells Fargo
1997 - 2008 Owner @ Andy Bennett Photographer

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Cfp®️ Cws Education

Texas A&M University-Commerce
Bachelor of Science (Photography/Minor in Business)
1993 - 1997

Cfp®️ Cws Summary

Cfp®️ Cws, based in Irving, TX, US, is currently a Manager, Wealth Advisor at Schwab Wealth Advisory at SCHWAB WEALTH INVESTMENT ADVISORY, INC.. Cfp®️ Cws brings experience from previous roles at Charles Schwab and Merrill Lynch. Cfp®️ Cws holds a 1993 - 1997 Bachelor of Science in Photography/Minor in Business @ Texas A&M University-Commerce.

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