Matthew Morrell

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-640-2462

Financial credentials

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

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Retirement Income Specialist, USAA, 2020-2021
  • Wealth Advisor, USAA, 2014-2020
  • Financial Advisor, Edward Jones, 2012-2014

Education

  • Bachelor of Science, Business Management w/ emphasis in Marketing, Colorado State University-Pueblo

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