Kevin Dichillo

VP - Financial Consultant @Charles Schwab

Sarasota, FL, US
EMAILS
k••••••••@schwab.com
MOBILE NUMBERS
+12•••••••55

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WORK HISTORY

Mar 2022 — Present

VP - Financial Consultant @Charles Schwab

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US

EDUCATION

1996 — 2000

Westminster

Prep School

2000 — 2005

Franklin & Marshall College

B.A., Business/Art

SKILLS

Capital MarketsSeries 7BloombergPortfolio ManagementAlternative InvestmentsFixed IncomeSecuritiesTradingVariable AnnuitiesEquitiesAsset ManagmentSeries 65InvestmentsSeries 63InsuranceHealthcare ManagementLife InsuranceFinancial AnalysisHedge FundsFixed Annuities

ABOUT KEVIN DICHILLO

As a VP - Financial Consultant at TD Ameritrade/ Charles Schwab, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your children’s or grandchildren’s education, or legacy planning, I welcome the opportunity to see how I might be able to help.

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Kevin Dichillo — Email, Phone Number & Contact Info | Unifers