Nicole Neals, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-999-2043

Financial credentials

  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Advisor, USAA, 2011-2020
  • Financial Advisor, Edward Jones, 2010-2011

Education

  • MBA, Grand Canyon University
  • Bachelor of Science, Business Administration, University of Nebraska

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