Bill Winslow

VP - Financial Consultant

Representative available by appointment only.

+1 910-239-6088

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Sr. Financial Consultant, TD Ameritrade, 2018-2023
  • Investment Consultant, Scottrade, 2014-2018
  • Financial Advisor, Wells Fargo Advisors, 2012-2014
  • Financial Advisor, TDBancnorth Investment Group, 2006-2009
  • Financial Advisor, Morgan Stanley, 2004-2005

Education

  • MBA, University of North Carolina, Wilmington
  • M.ED. Norwich University
  • B.S. Norwich University

Standard mailing address:

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

Modal can be closed by pressing Escape key.