Sweyden Dibble, CFP®, MBA

Independent Branch Leader and Financial Consultant

+1 860-838-6222

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 4, 6, 7, 24, 53, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

33 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
  • Regional Supv Director/RVP-RM, Royal Alliance Associates, Inc., 2005-2012
  • Branch Manager, AIG Advisor Group - Spelman & Co., 2000-2005
  • Investment Vice President, UBS - Paine Webber, 1997-2000
  • VP Investments, JC Bradford & Co., 1993-1997
  • Registered Representative, MetLife, 1991-1993

Education

  • Graduate Certificate - Personal Financial Planning, GA State U
  • MBA, General Business, GA State U.
  • BA, Speech, GA State U.
  • Drama, Univ of DE

Personal interests and affiliations

  • Member of Manchester, South Windsor and Tolland County Chambers of Commerce
  • Board of Directors - South Windsor Chamber of Commerce
  • Immediate Past President - Friends of Wood Memorial Library and Museum Board of Directors

Standard mailing address:

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

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