Crystal Mann

Independent Branch Leader and Financial Consultant

+1 859-308-1425

Financial credentials

  • Series 6, 7, 9, 10, 23, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
  • Wealth Management Advisor, TIAA, 2012-2018
  • Senior Financial Consultant, TIAA, 2007-2012
  • Fidelity Investments, High Net Worth Team Leader, 1997-2007

Education

  • Thomas More College MBA
  • Northern Kentucky University BA
  • Xavier University, College of Financial Planning

Personal interests and affiliations

  • Northern Kentucky Chamber of Commerce
  • Crossroads Florence Volunteer

Standard mailing address:

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

Modal can be closed by pressing Escape key.