Scott Newell, AWMA®, CWS®

VP - Sr. Financial Consultant

+1 615-771-1730

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Certified Wealth Strategist®
  • Series 7, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

29 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2002-present
  • Private Client Consultant, Merrill Lynch, 1996-2002

Education

  • Vanderbilt University, Human and Organizational Development with an Emphasis in Business
  • Executive Certificate in Financial Planning, Belmont University
  • Certified Wealth Strategist, Board of Standards by Cannon Institute
  • Accredited Wealth Manager Advisor, College for Financial Planning

Personal interests and affiliations

  • Lifetime member of the American Association of Individual Investors
  • Monroe Carell Jr. Children's Hospital at Vanderbilt
  • Champions Circle Vanderbilt University Baseball
  • National Commodore Club Vanderbilt University

Standard mailing address:

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

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