David O. Hellewell, CTFA

VP - Sr. Financial Consultant

+1 805-351-0777

Financial credentials

  • Certified Trust and Financial Advisor
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

38 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2009-present
  • Vice President, Senior Account Executive, Fidelity Investments, 2004-2009
  • Vice President, Wealth Management, Bank of the West, 2002-2004
  • Vice President, Bank of America Private Bank, 2000-2002
  • Vice President, Trust & Investments, Montecito Bank & Trust, 1998-2000

Education

  • BA Degree, Brigham Young University
  • National Trust School of the American Bankers Association

Personal interests and affiliations

  • Santa Barbara Estate Planning Council
  • Institute of Certified Bankers, American Bankers Association

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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