Thomas Mcconnell, CWS®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 602-977-4573

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 55, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 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

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