Erin A. Yost, CFP®, CWS®

Independent Branch Leader and Financial Consultant

+1 406-219-0836

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant, DA. Davidson & Co, 2015-2019
  • Registered Associate, DA. Davidson & Co, 2001-2015
  • Associate, Smith Barney, 2000-2001

Education

  • BA, Business Marketing, University of Montana

Personal interests and affiliations

  • Bozeman Business & Professional Women, Member

Standard mailing address:

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

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