Robert A. Villareal, CFP®, CWS®

VP - Financial Consultant

+1 919-743-7487

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2005-present
  • Financial Advisor, Morgan Stanley, 1999-2005

Education

  • BS, University of Notre Dame

Standard mailing address:

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

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