Kimberly Crespi, CFP®

VP - Financial Consultant

+1 401-588-5019

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 55, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

37 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Assistant Vice President, Financial Consultant, Citizens Investment Services, 2013-2016
  • Senior Financial Advisor, Merrill Lynch, 2006-2013
  • Sr. Vice President - Senior Equity Trader, Stanford Group Company, 2004-2006
  • Director - Senior Equity Trader, Blaylock & Partners, 2002-2004
  • Equity Trader/Sales Assistant, Advest, Inc., 1987-2000

Education

  • MLA, Harvard University
  • BA, Legal Studies, University of Massachusetts/Amherst

Standard mailing address:

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

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