Thomas Peel, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 813-697-2285

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant, E*TRADE from Morgan Stanley, 2019-2023
  • Investment Consultant, Fidelity Investments, 2017-2019
  • Financial Representative, Fidelity Investments, 2015-2016
  • Retirement Solutions Representative, Fidelity Investments, 2014-2015
  • Investment Solutions Representative, Fidelity Investments, 2013-2014

Education

  • Bachelor of Science in Business Administration, Finance, University of Florida

Personal interests and affiliations

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