Stephanie P. Brown, MBA

Independent Branch Leader and Financial Consultant

+1 302-260-8731

Financial credentials

  • Master in Business Administration
  • Series 7, 9, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2024-present
  • Independant Branch Financial Consultant, Charles Schwab & Co. Inc, 2018-2024
  • COO / CFO, Comprehensive Financial Solutions (CFS, INC), 2016-2018
  • Executive Administrator, Maritime Wealth Management, LLC, 2004-2016

Education

  • Master Business Administration, Accelerated Graduate Program, Salisbury University Franklin P. Perdue School of Buiness
  • Bachelor of Science, Finance Concentration in Financial Planning, Summa Cum Laude, Salisbury University

Personal interests and affiliations

  • Delaware Notary

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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