Roger Thomas, CFP®, CWS®

VP - Financial Consultant

+1 703-519-6544

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 6, 7 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager I, USAA, 2011-2020
  • VP - Financial Advisor, Wells Fargo Advisors, 2003-2011
  • Licensed Senior Financial Specialist, Wachovia - Wachovia Securities, 2001-2003
  • Adjunct Professor of Finance, American University, 1999-2003
  • Licensed Financial Specialist, Wachovia Bank-First Union Bank-First Union Securities, 1998-2001

Education

  • Executive Certification Program in Financial Planning, Georgetown University (2004)
  • Master of Business Administration (MBA), American University (1998)
  • Master of Science in Finance (MSF), American University (1998)
  • Bachelor of Science (BS), Biology & Chemistry, Tuskegee University (1976)

Personal interests and affiliations

  • LinkedIn

Standard mailing address:

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

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