Greg Grooms, CFP®

Independent Branch Leader and Financial Consultant

+1 352-792-1614

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65 Securities Licenses

Experience

30 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2016-present
  • Managing Partner, Davis-Monk Financial Group, 1999-2016

Education

  • BA, Economics, Davidson College

Standard mailing address:

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

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