Dawn Stoffel | VP - Financial Consultant
Dawn Stoffel, MBA
VP - Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.
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Financial Credentials

  • Master in Business Administration
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License
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Experience

12 years of professional experience
  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Financial Consultant, TIAA, 2007-2015
  • Financial Consultant, Thrivent Financial, 2005-2007
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Education

  • MBA, John Brown University
  • BA, University of Denver
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Community & Professional Affiliations

  • Envoy Board Member, UAMS Cancer Institute
  • Member, Christ Lutheran Church
(0216-CMZL)
Branch Details
650 S. Shackleford Road,Suite #140
Little Rock,AR 72211-3560
501-219-4320