Cortney Mcelroy, AAMS®, CFP®

VP - Sr. Financial Consultant

+1 561-223-4104

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2025-present
  • VP - Financial Consultant, Charles Schwab, 2008-2025
  • Sr Specialist-Advice, Charles Schwab, 2006-2008
  • Financial Advisor, Merrill Lynch, 2001-2005
  • Financial Consultant, Charles Schwab, 1999-2001

Education

  • BA, Economics, University of Arizona

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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