Brian McCormack, CFP®

VP - Financial Consultant

Representative available by appointment only.

+1 910-509-1543

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

37 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Consultant, First Citizens Bank Wealth Management, 2013-2016
  • Financial Adviser, Captrust, 2012-2013
  • Vice President, BB&T Institutional Trust, 1999-2012
  • Vice President, Centura Trust, 1994-1999
  • Vice President, Bank of America, 1986-1993

Education

  • BA. Business Administration, North Carolina Wesleyan College

Personal interests and affiliations

  • New Hanover County Industrial Facilities & Pollution Control Financing Authority, Board of Directors
  • St Mark Catholic School, Student Advisory Council
  • North Carolina Wesleyan College, Board of Visitors

Standard mailing address:

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

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