Chad Mays, CFP®, MBA

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-640-2448

Financial credentials

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

Experience

20 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Associate Private Client Advisor, Charles Schwab & Co., Inc., 2019-2021
  • Sr Advice Professional, Charles Schwab & Co., Inc., 2018-2019
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2010-2018
  • Retirement Solutions Representative, Fidelity Investments, 2006-2010
  • Customer Service Associate, Fidelity Investments, 2003-2006

Education

  • MBA, Business, Texas Christian University
  • CFP(R) Certification Program, University of Dallas
  • BS, Business, Mississippi College

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