Ted Cetola, CFP®, CWS®, MBA

VP - Branch Manager

+1 919-743-7482

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2023-present
  • Assistant Branch Manager, Charles Schwab, 2018-2023
  • Premier Banking Division Manager, SunTrust, 2016-2017
  • Premier Banking Regional Manager, SunTrust, 2012-2016
  • Citigold Market Manager, Citibank, 2010-2012
  • Financial Center Manager, Citibank, 2001-2010

Education

  • MBA, Marymount University
  • BS, Business Administration, The Citadel

Standard mailing address:

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

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