TJ Drogaris, AWMA®, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 480-543-0019Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 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