Lisa Villamizar, AAMS®

VP - Financial Consultant

+1 843-856-1391

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Fidelity Investments, 2022-2023
  • Planning Consultant, Fidelity Investments, 2021-2022
  • Relationship Manager, Fidelity Investments, 2020-2021
  • Investment Coordinator, Apollon Wealth Management, 2020-2020
  • Inheritance Specialist, Vanguard, 2018-2019

Education

  • Bachelors, Business Administration, Clemson University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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