Dorothy Sperry, MBA

VP - Financial Consultant

+1 941-554-2426

Financial credentials

  • Master in Business Administration
  • Series 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Senior Retirement Advisor, Empower, 2022-2023
  • Senior Financial Consultant, TD Ameritrade, 2020-2022
  • Director of Financial Planning, Edelman Financial Engines, 2019-2020
  • Branch Manager/ Senior Financial Consultant, TD Ameritrade, 2018-2019
  • Investment Consultant/ Branch Manager, Scottrade, 2017-2018

Education

  • MBA, The University of Florida
  • BS, Electrical Engineering, NC State University

Standard mailing address:

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

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