Matt Watson, CFP®, CWS®, MBA

VP - Financial Consultant

+1 614-227-5720

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 4, 7, 9, 10, 24, 53, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP - Branch Manager, Charles Schwab, 2017-2022
  • SVP/Investment Regional Manager, The Huntington Investment Company/Huntington Capital Corp., 2002-2017
  • First Vice President/Investments, Stifel, Nicolaus & Company, Incorporated, 1999-2002
  • Investment Executive, Fifth Third Securities / The Ohio Company, 1996-1999
  • Financial Planner, American Express Financial Advisors, 1993-1996

Education

  • MBA, Capital University
  • B.S.B.A., Business Finance, The Ohio State University

Personal interests and affiliations

  • Lifetime Member of The Ohio State University Alumni Association
  • Member, The Annunciation, Greek Orthodox Church

Standard mailing address:

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

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