Tim Killea, CFP®

VP - Financial Consultant

+1 610-254-1037

Financial credentials

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

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • VP, Financial Advisor, Merrill Lynch, 2020-2023
  • Financial Advisor, Edward Jones, 2017-2020
  • Regional VP, Nuveen Investments, 2015-2017

Education

  • University of Massachusetts

Standard mailing address:

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

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