Chad Groseclose, CFP®

Financial Consultant - Member Relationship Advisor

Representative for clients not served by a local Schwab branch.

+1 877-566-2026

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • Financial Consultant - Member Relationship Advisor, Charles Schwab, 2020-present
  • Wealth Manager, USAA Financial Advisors, Inc, 2018-2020
  • Wealth Advisor, USAA Financial Advisors, Inc, 2017-2018
  • Financial Advisor, USAA Financial Advisors, Inc, 2013-2017

Education

  • BS, Business Economics, Carson Newman University

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