Charlie Stover, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-833-5284

Financial credentials

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

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Senior Wealth Manager, USAA, 2010-2020
  • AVP, Senior Wealth Manager, Merrill Lynch, 1998-2009

Education

  • MBA, Duke University, Fuqua School of Business, 1997
  • BS, United States Military Academy, 1984

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