Corey Barnes, CFP®, CWS®, MBA

VP - Branch Manager

+1 704-365-1684

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2015-present
  • Branch Manager, UBS, 2013-2015
  • Vice President, Merrill Edge, 2001-2013
  • Financial Advisor, American Express Financial Advisors, 1999-2001

Education

  • MBA, Jacksonville University
  • BA, Bluffton University

Standard mailing address:

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

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