Nathan Cox, CFP®

VP - Assistant Branch Manager

+1 239-436-1548

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2023-present
  • VP - Financial Consultant, Charles Schwab, 2019-2023
  • Financial Consultant Partner, Charles Schwab, 2018-2019
  • Associate, Financial Consultant, Charles Schwab, 2016-2018
  • Specialist, Charles Schwab, 2013-2016

Education

  • Bachelor of Business Administration, Finance, Stetson University
  • Retirement Income Certified Professional, The American College

Personal interests and affiliations

  • The Estate Planning Council of Naples, Member
  • Harry Chapin Food Bank of Southwest Florida, Volunteer

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.