Eric Tones
Wealth Advisor@ Charles Schwab | Series 7, 66, 9/10 and 24
- Role
- Senior Manager Weath Advisor at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Eric Tones
With over 16years of experience in the financial services industry, I have held sales, service and leadership roles. I am currently a Senior Manager at the Schwab Financial Consultant Academy, where I train and mentor aspiring financial consultants to provide comprehensive and personalized advice to clients. I hold the CERTIFIED FINANCIAL PLANNER Chartered Financial Consultant (ChFC) and Master of Legal Studies (MLS) in Wealth Management credentials, which demonstrate my expertise in financial planning and wealth management.My passion is to help clients achieve their financial goals and dreams by using a consultative approach that addresses their needs and concerns. I also enjoy working with top executives and professionals across all levels within the organization, sharing my knowledge and insights on investment products and client services management. I believe that financial planning is an ongoing process that requires attention to detail and adaptability to changing priorities and circumstances.
Experience
Senior Manager Weath Advisor
Nov 2024 — Present · Dallas-Fort Worth, TX, US
Education
The American College of Financial Services
Chartered Financial Consultant
2021 — 2021
University of Phoenix
Bachelor of Science (B.S.)
2007 — 2011
Texas A&M University
Master of Legal Studies
2021 — 2023
University of Phoenix
Master of Business Administration (M.B.A.)
2007 — 2013
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