Ann Taylor, MBA

VP - Financial Consultant

+1 301-947-1104

Financial credentials

  • Master in Business Administration
  • Series 7, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License


24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Advisor, Morgan Stanley, 2014-2019
  • Sr. Registered Associate, Morgan Stanley, 2008-2014
  • Registered Associate, Merrill Lynch, 1999-2008


  • MBA, Masters of Business Administration, University Of North Florida, Jacksonville Florida
  • Bachelor of Electrical Engineering, University Of Sierra Leone, Freetown Sierra Leone

Personal interests and affiliations

  • Gaithersburg Germantown Chamber of Commerce
  • United Methodist Women Association at Jerusalem Mount Pleasant

Standard mailing address:

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

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