Matthew Conroy, AAMS®

VP - Financial Consultant

+1 919-468-2828

Financial credentials

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

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • VP Financial Consultant, TD Ameritrade, 2017-2023
  • Investment Consultant, TD Ameritrade, 2014-2017
  • Financial Specialist, PNC Bank/PNC Investments, 2012-2014
  • Licensed Financial Sales Consultant, PNC Bank/PNC Investment, 2008-2012

Education

  • Ithaca College BA, Economics
  • Financial Planning Certificate, Fairleigh Dickinson University

Standard mailing address:

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

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