Xavier Williams, CFP®, MBA

VP - Assistant Branch Manager

+1 408-522-3006

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

7 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • Financial Consultant Academy, Charles Schwab, 2020-2021
  • Graduate Research Assistant, America's SBDC, 2018-2019
  • Middle Market Banking Financial Analyst, Wells Fargo, 2018-2018
  • VP- Financial Consultant, Charles Schwab, 2022-2025

Education

  • BA, Business Finance, Dominican University of California
  • MBA, Dominican University of California

Personal interests and affiliations

  • Black Professionals at Charles Schwab

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

Modal can be closed by pressing Escape key.