McKay Mertz, CFP®

VP - Financial Consultant

+1 703-668-0596

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant Partner, Charles Schwab, 2020-2023
  • Insurance Agent, Allstate, 2018-2020
  • Life Insurance Producer, Topo Financial, 2017-2018

Education

  • Bachelor of Science, Personal Financial Planning, Utah Valley University

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.