Joanne Bolden, CFP®

VP - Financial Consultant

+1 610-254-2452

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Premier Advisor, Citizens Bank, 2018-2019
  • Financial Advisor, Vanguard Group, 2017-2018
  • Compliance Administrator, Vanguard Group, 2013-2017
  • Problem Resolution Associate, Vanguard Group, 2012-2013
  • Client Relationship Specialist, Vanguard Group, 2011-2012

Education

  • B.S., Accounting, Rosemont College
  • Associates Degree, Business Administration, Katharine Gibbs School

Standard mailing address:

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

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