Tim McDonald, CFP®, CWS®

VP - Sr. Financial Consultant

+1 214-706-6126

Financial credentials

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

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2010-present
  • Portfolio Manager, Capital Investment Counsel, 2004-2009
  • VP, Institutional Sales, TD Waterhouse, 2000-2004
  • Sr. Regional Sales Representative, ING/Pilgrim Funds, 2000-2000
  • Sr. Training Representative, Charles Schwab, 1997-2000
  • Operations & Trading Manager, K. Aufhauser / Accutrade, 1993-1997

Education

  • BSBA, Finance & Economics, Creighton University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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