Rick Groff, AAMS®, CFP®, CWS®

VP - Sr. Financial Consultant

+1 770-522-5754

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 24, 63, 65 Securities Licenses

Experience

24 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Financial Adviser, Merrill Lynch, 2004-2006
  • Representative, E*Trade Securities, 2000-2004

Education

  • Studied Business Administration, Georgia State University
  • Personal Financial Planning Designation, UCLA
  • Bachelors of Science, Education, University of Alabama

Personal interests and affiliations

  • Am. Assn. of Individual Investors - Atlanta VP. 2014 - present
  • Financial Planning Assn, - Member 2008 - 2014

Standard mailing address:

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

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