Kevin Wing, CFP®, CWS®

VP - Branch Manager

+1 727-202-3413

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2022-present
  • VP - Assistant Branch Manager, Charles Schwab, 2021-2022
  • Client Relationship Manager, Charles Schwab, 2019-2021
  • Associate Financial Consultant, Charles Schwab, 2018-2019
  • Client Development Manager, T. Rowe Price, 2017-2018
  • Sr. Investment Specialist, T. Rowe Price, 2015-2017

Education

  • Bachelor of Science, Business Management, St. John Fisher University

Standard mailing address:

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

Modal can be closed by pressing Escape key.