Greg Wilson, CFP®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 480-217-9228

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 24, 53, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2021-present
  • Executive, Financial Planning & Advice, USAA, 2017-2020
  • Managing Director, Financial Planning & Advice, USAA, 2009-2016
  • Manager, Financial Planning & Advice, USAA, 2006-2008
  • Senior Sales Advisor, Financial Planning & Advice, USAA, 2000-2005

Education

  • BBA, University of Texas at San Antonio

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