Brian Esposito, CWS®

VP - Sr. Financial Consultant

Representative available by appointment only.

+1 561-337-5281

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

33 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present
  • VP and Branch Manager, Charles Schwab, 1999-2004
  • Investment Consultant, Charles Schwab, 1993-1999

Education

  • BS, Finance, Rutgers University School of Business

Personal interests and affiliations

  • First Presbyterian Church of Tequesta, Elder
  • Boys & Girls Club- Former Board Member
  • Palm Beach County Estate Planning Council- Former Member

Standard mailing address:

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

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