Margaret Fuller, AAMS®, CFP®, CWS®, MBA

VP - Financial Consultant

+1 602-553-8060

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 1993-present
  • Sales Assistant, JC Bradford & Co, 1992-1993

Education

  • MBA, Arizona State University, W.P. Carey School of Business
  • BA, Political Science, Diplomacy & Foreign Affairs, Russian, Miami University, Oxford, Ohio

Personal interests and affiliations

  • National Charity League-Camelback Chapter, Nourish PHX Liaison 2020-2022, Ticktocker Council 2024-Present
  • Brophy Mother's Guild, Special committee co-chair
  • UMOM Women's Auxiliary-Vice President 2015-2016

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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