TJ Drogaris, AWMA®, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-543-0019

Financial credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Advisor, UBS Wealth Management, 2021-2023
  • Wealth Planning Analyst, UBS Wealth Management, 2018-2021
  • Business Consultant, TN Consulting, LLC, 2016-2020
  • Investment Consultant, Fidelity Investments, 2013-2016
  • Financial Representative, Fidelity Investments, 2012-2013

Education

  • B.S. Finance, University of Arizona, summa cum laude

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