Matthew R. Real, MBA, MSF

VP - Financial Consultant

+1 617-595-5287

Financial credentials

  • Master in Business Administration
  • Master of Science in Finance
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Vice President - Branch Manager, Charles Schwab, 2015-2023
  • Vice President -Financial Consultant, Charles Schwab, 2013-2015
  • Associate Financial Consultant, Charles Schwab, 2010-2013
  • Private Client Relationship Manager, Fidelity Investments, 2010-2010
  • Retirement Solutions Consultant, Fidelity Investments, 2007-2010

Education

  • MS - Financial Planning, Bentley University
  • MBA - Management, Bentley University
  • BS - Business Studies, Southern New Hampshire University

Standard mailing address:

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

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