Brett Stafford, CFP®, MBA

VP - Financial Consultant

+1 757-446-1287

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Territory Manager, Michelin, 2016-2018
  • Financial Consultant, Fidelity Investments, 2014-2016
  • Investment Representative, Fidelity Investments, 2013-2014
  • Financial Representative, Fidelity Investments, 2009-2013

Education

  • MBA, Clemson University
  • B.S., Business Administration, University of New Hampshire

Standard mailing address:

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

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