Thomas Morgan
VP - Sr. Wealth Advisor (UHNW) at Charles Schwab
- Role
- VP - Sr Wealth Advisor (Uhnw) at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
VP - Sr Wealth Advisor (Uhnw)
May 2020 — Present · Westlake, TX, US
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.)
2002 — 2006
Skills
- Financial Planning
- Financial Analysis
- Series 66
- 401k
- Series 7
- Uniform Combined State Law
- Asset Allocation
- Mutual Funds
- Wealth Management
- Equities
- Iras
- Series 63
- 401k Rollovers
- Investments
- Financial Services
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