Jim Tannous, CFP®, CWS®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 877-566-5989

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

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