William Clanton, CFP®, MBA

VP - Financial Consultant

+1 770-522-5747

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2012-present
  • Associate Financial Consultant, Charles Schwab, 2010-2012
  • Financial Advisor, Merrill Lynch, 2008-2010

Education

  • MBA, Clemson University
  • BS, Business Management, Clemson University

Personal interests and affiliations

  • American Cancer Society

Standard mailing address:

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

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