Anthony Johnson, CFP®, CWS®

VP - Financial Consultant

Representative available by appointment only.

+1 561-337-5282

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

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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