Carly Murphy, CFP®, CPWA®

VP - Financial Consultant

+1 813-636-1319

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Private Wealth Advisor®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate, Financial Consultant, Charles Schwab, 2017-2020
  • Wealth Advisor Associate, Morgan Stanley, 2016-2017
  • Financial Consultant Assistant, Charles Schwab, 2015-2016
  • VP, Registered Representative, Bastoni Financial Services, 2010-2015

Education

  • BS, Business, University of South Florida

Standard mailing address:

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

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