Monica Vazquez, CWS®, MSF

VP - Branch Manager

+1 305-755-5310

Financial credentials

  • Certified Wealth Strategist®
  • Master of Science in Finance
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2022-present
  • VP - Assistant Branch Manager, Charles Schwab, 2019-2021
  • Branch Manager, TD Ameritrade, 2018-2019
  • Branch Manager, Scottrade, 2016-2018
  • Investment Consultant, Scottrade, 2011-2016

Education

  • Master of Science in Finance, Florida International University
  • Bachelor of Business Administration, Florida International University

Personal interests and affiliations

  • Schwab Organization of Latinxs
  • Junior League of Miami

Standard mailing address:

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

Additional branches

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