Matt J Wilson

VP - Financial Consultant

+1 404-364-1934

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2021-2023
  • Client Relationship Specalist, Charles Schwab, 2020-2021
  • Financial Services Professional, Charles Schwab, 2018-2020

Education

  • B.B.A. in Finance, emphasizing in Personal Financial Planning, Leeds School of Business, University of Colorado Boulder

Standard mailing address:

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

Modal can be closed by pressing Escape key.