Tracy Schmuhl, AAMS®, AWMA®, CFP®

VP - Assistant Branch Manager

+1 707-259-2902

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

11 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2024-present
  • Financial Consultant Partner, Charles Schwab, 2022-2024
  • Client Relationship Specialist, Charles Schwab, 2020-2022
  • Sales Associate, Bank of America Mortgage Group, 2003-2005
  • Registered Representative, Merrill Lynch, 1997-2003
  • Customer Service Representative, Bank of America, 1995-1997

Education

  • BS, Business Administration, Sonoma State University

Standard mailing address:

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

Modal can be closed by pressing Escape key.