Thomas M. Wheeler, CFP®, WMS
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 855-640-2494Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Wealth Management Specialist
- Series 6, 7, 26, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- High Net Worth Senior Sales Associate, Vanguard, 2020-2021
- Field Sales Leader, Allstate, 2015-2020
- Educator, Washington Elementary School District, 2012-2015
- Teacher, Teach for America, 2010-2012
Education
- Arizona State University, Masters in Education, Summa Cum Laude
- Western Michigan University, Bachelors of Science, Cum Laude
- College for Financial Planning, WMS Designation
Personal interests and affiliations
- Junior Achievement of Arizona Volunteer