Westley Tibbs, ChFC®, MBA

VP - Financial Consultant

+1 301-945-3021

Financial credentials

  • Chartered Financial Consultant®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP - Financial Consultant, Charles Schwab, 2022
  • Sr Financial Consultant, TD Ameritrade, 2019-2022
  • Financial Advisor, Frederick Financial Planners, 2017-2019
  • Wealth Manager / Trust Officer, First United Bank & Trust, 2014-2017
  • Investment Consultant, PNC Bank, 2012-2014

Education

  • BBA of Finance, Radford University
  • MBA, Hood College

Standard mailing address:

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

Modal can be closed by pressing Escape key.