Michael Haughery, AAMS®, CFP®, CWS®

VP - Sr. Financial Consultant

+1 205-968-6949

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • VP - Financial Consultant, Charles Schwab, 2003-2013
  • Financial Consultant, Charles Schwab, 1992-2002

Education

  • Bachelor of Science in Business Administration, Auburn University
  • Certificate in Financial Planning, Florida State University Online
  • Accredited Asset Management Specialist, College for Financial Planning

Personal interests and affiliations

  • Birmingham Estate Planning Council Member
  • Vestavia Hills-Hoover Kiwanis Club, Member & Past President
  • Vestavia Hills High School Golf Booster Club President
  • Wife Beth, Children Simon and Elizabeth. Enjoy Boating, Scuba Diving, Golf, and Fishing.

Standard mailing address:

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

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