Amy Dowell, CWS®

VP - Financial Consultant

+1 817-424-3382

Financial credentials

  • Certified Wealth Strategist®
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Financial Advisor, Merrill Lynch, 2010-2015
  • VP, Private Banking, Worthington National Bank, 2009-2010
  • Vice President, Bank of America, 2001-2009

Education

  • BBA, Marketing Southeastern Oklahoma State University

Personal interests and affiliations

  • Colleyville Woman's Club Board of Directors 2009-present
  • National Charity League - Colleyville Chapter 2021-present
  • Colleyville Public Library Board 2009-2013
  • Colleyville Economic Development Corporation Board 2015-2017

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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