Bill Johnson, CRPC®, CWS®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-977-8159

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, Edward Jones, 2018-2022
  • Sr Wealth Advisor, USAA, 2007-2018
  • Financial Advisor, Bank of America Investments, 2004-2007
  • FoodService Director, HEB Central Market, 2001-2004
  • Regional Operations Director, Brinker International, 1987-2001

Education

  • Bachelor of Science in Financial Management
  • Kaplan University

Personal interests and affiliations

  • Knights of Columbus Holy Trinity Catholic Church
  • USAA Golden Eagles Association

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