Adam Selby, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-429-9455

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Wealth Management Advisor, TIAA, 2018-2021
  • Senior Financial Consultant, TIAA, 2011-2018
  • Prime Brokerage Associate, Fidelity Investments, 2008-2011
  • Technical Analyst, Fidelity Investments, 2005-2008

Education

  • Trinity College (CT) Political Science Major, Legal Studies, Italian Studies Minor

Personal interests and affiliations

  • Big Brothers Big Sisters of America

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