Matthew Parmelee, CFP®, CWS®

VP - Financial Consultant

+1 240-541-4417

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2019-2021
  • Investor Development Representative, Charles Schwab, 2019-2019
  • High Net Worth Representative, Charles Schwab, 2018-2019
  • Brokerage Services Representative, Charles Schwab, 2017-2018

Education

  • Bachelor of Arts, Business Economics, College of Wooster

Personal interests and affiliations

  • Spires Lacrosse, Volunteer Coach

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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