Giselle C. Colavita, AAMS®

VP - Financial Consultant

+1 301-941-9814

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2006-present
  • Financial Advisor, H&R Block Financial Advisors, 2003-2006
  • Stockbroker, DMG Securities, 2001-2003
  • Research Assistant, TPG Capital, 2000-2001

Education

  • CFP Professional Education Program, Georgetown University, 2010
  • BA, Gettysburg College, 2000

Personal interests and affiliations

  • Financial Planning Association, Member
  • Washingtonian 2024 Top Financial Adviser
  • Board Member - Connelly School of the Holy Child - Potomac, Maryland
  • Board Member - St. Elizabeth Catholic School - Rockville, Maryland

Standard mailing address:

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

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