Rob Montgomery, CFP®, RFC®

VP - Financial Consultant

+1 904-996-6947

Financial credentials

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

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate, Financial Consultant, Charles Schwab, 2018-2020
  • Customer Relationship Specialist, Charles Schwab, 2016-2018
  • Portfolio Advisory Services Team Lead, Fidelity Investments, 2015-2016
  • Senior Service & Trading Team Lead, Fidelity Investments, 2014-2015
  • Financial Representative, Fidelity Investments, 2013-2014

Education

  • Master of Science in Management, University of Florida
  • BA, Philosophy, University of Florida

Personal interests and affiliations

  • Financial Planning Association - Jacksonville Chapter
  • International Assocation of Registered Financial Consultants

Standard mailing address:

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

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