Jim Tannous, CFP®, CWS®
Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 51, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Branch Manager, Charles Schwab, 2020-present
- Senior Manager - Wealth Management, USAA, 2018-2020
- Senior Wealth Manager - Wealth Management, USAA, 2011-2018
- Financial Advisor, Merrill Lynch / BC Zieglar, 2009-2011
- Private Equity Advisor, Markour Investments, 2005-2009
Education
- Lake Forest College, Bachelors of Arts - Economics & Political Science
- The Wharton School - CIMA Educational Component
Personal interests and affiliations
- Junior Achievement Dallas
- Community Volunteer for local food banks
- Board Build