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BM

Brian McGinty

Managing Director @Schwab Advisor Services

Phoenix, AZ, US

EMAILS

b••••••••@schwab.com

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2025 — Present

Managing Director @Schwab Advisor Services

Phoenix, AZ

EDUCATION

N/A

University of Hawaii at Manoa

Bachelor of Arts

N/A

University of Colorado at Denver

Master

SKILLS

Portfolio ManagementTradingWealth ManagementFinancial AdvisoryFixed AnnuitiesInvestmentsEtfsInsuranceOptionsStart-UpsAsset AllocationFixed IncomeInvestment StrategiesSecuritiesBankingInvestment ManagementFinancial ServicesSeparately Managed AccountsFinraRelationship ManagementEquitiesRetirement PlanningAlternative InvestmentsMutual FundsInvestment AdvisoryBondsAsset Management

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