Thomas M. Wheeler

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-640-2494

Financial credentials

  • Series 6, 7, 26, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 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
  • The American College of Financial Services, FSCP® Designation
  • College for Financial Planning, WMS Designation

Personal interests and affiliations

  • Junior Achievement of Arizona Volunteer

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