Kimberly Gray, CRPC®, MSF

VP - Financial Consultant

+1 954-723-1273

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Master of Science in Finance
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2021-2022
  • Client Service Specialist, Charles Schwab, 2021-2021
  • Financial Advisor, Evershore Financial Group, 2020-2021
  • Financial Advisor, Merrill Lynch, 2019-2020
  • Financial Representative, MassMutual, 2019-2019

Education

  • Chartered Retirement Planning Counselor, College of Financial Planning
  • Master of Science in Finance, Purdue University Global
  • Bachelor of Applied Science Supervision and Management

Personal interests and affiliations

  • Young Professional Network of Urban League of Broward County, Vice President, 2019-Present

Standard mailing address:

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

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