Thomas Mcconnell, CWS®
Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 55, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Branch Manager, Charles Schwab, 2017-present
- Regional Bond Specialist, Charles Schwab, 2013-2016
- Vice President of Sales, Walton International Group, LLC, 2008-2012
- Municipal Bond Trader, Edward D. Jones & Co., 2001-2008
Education
- BA, Business Communications, Westminster (MO) College
Personal interests and affiliations
- Junior Achievement of Arizona, School Coordinator