Adam Schoenwald, CFP®, MBA

Independent Branch Leader and Financial Consultant

+1 847-719-8260

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2022-present
  • Vice President - Private Client Advisor, JPMorgan Chase Bank, N.A., 2012-2022
  • Financial Consultant/Registered Principal, LPL Financial, 2010-2012
  • Financial Advisor, VALIC Financial Advisors, 2009-2010
  • Financial Advisor, Merrill Lynch, 2008-2009
  • Financial Advisor, Ameriprise Financial, 2005-2008

Education

  • MBA, Loyola University Chicago
  • MS, Biomedical Engineering, Northwestern University
  • BS, Electrical Engineering, Northwestern University
  • BS, Mechanical Engineering, Northwestern University

Personal interests and affiliations

  • Lake Zurich Area Chaber of Commerce
  • Professional Guitar Player

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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