Anna Collins, CFP®

Independent Branch Financial Consultant

+1 406-219-0836

Financial credentials

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

Experience

9 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2021-present
  • Independent Branch Client Service Specialist, Charles Schwab, 2019-2021
  • Service Manager 2, Wells Fargo, 2017-2019
  • Personal Banker, Wells Fargo, 2015-2017
  • Teller, Wells Fargo, 2014-2015

Education

  • BS, Agricultural Business, Montana State University

Personal interests and affiliations

  • Gallatin County 4-H Community Board Member, 2017-Current

Standard mailing address:

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

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