Kelly Davis

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-999-1395

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2020-2021
  • Ultra-High net worth representative, Fidelity Investments, 2014-2020
  • Member service advisor, Bellco Credit Union, 2012-2014

Education

  • Communications/Marketing, English, Fort Lewis College

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