Anthony Johnson, CFP®, CWS®
Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Portfolio Consultant, Charles Schwab, 2013-2017
- Financial Consultant, Charles Schwab, 2011-2013
- Associate Portfolio Consultant, Charles Schwab, 2009-2011
- Financial Advisor, Morgan Stanley/Smith Barney, 2008-2009
Education
- Bachelor of Business Administration, James Madison University
Personal interests and affiliations
- Former Board Member - The Jobs Partnership of Florida
- Former Board Member - Passport Charter School
- Former Board Member - Oak Ridge High School Junior Achievement