Thomas Muczynski, CFP®, CWS®

VP - Sr. Financial Consultant

+1 212-232-3255

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2023-present
  • VP - Financial Consultant, Charles Schwab, 2018-2023
  • Financial Consultant, Fidelity Investments, 2011-2018
  • VP Financial Advisor, JP Morgan Chase, 2010-2011
  • JT Financial, Stock Broker, 2009-2023

Education

  • BA, Economics/Finance, University of Hartford

Personal interests and affiliations

  • Orient Grove, Founding Member

Standard mailing address:

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

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