Jonathan Dodd, CFP®, ChFC® is a Senior Manager and Financial Planner at Charles Schwab, where they have been since 2023. Prior to this role, Jonathan managed a team of insurance sales professionals at HD Vest from 2011 to 2019 and served as a Premium Wealth Management Consultant there from 2007 to 2011. They earned a BBA in Finance from The University of Texas at Arlington between 1997 and 2001.
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