Shawn Montague, CFP®, CTFA, MBA

VP - Financial Consultant

+1 214-706-6139

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Trust and Financial Advisor
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2013-2020
  • Financial Advisor, Ameriprise, 2011-2013
  • Business Banker/Branch Manager, Wells Fargo, 2004-2011

Education

  • MBA - Texas A&M at Commerce
  • BS in Business Management - Iowa State University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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