Joel McCray
VP - Branch Manager @Charles Schwab
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WORK HISTORY
VP - Branch Manager @Charles Schwab
Vancouver, WA, US
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EDUCATION
Corona del Sol
High School
College for Financial Planning
Master’s Degree, Personal Financial Planning
Arizona State University
Bachelor’s Degree, History
ABOUT JOEL MCCRAY
As a Schwab VP - Branch Manager, I lead a team of Financial Consultants focused on helping you create a better financial life. At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you.We can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 36••••••67 or email me at: j••••••••@schwab.com
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