Brett Holley, Vice President Senior Financial Consultant at Charles Schwab

Brett Holley

Vice President Senior Financial Consultant at Charles Schwab | Rochester, New York, United States

Profile last verified August 2026
Financial Services Verified Profile Rochester, New York, United States College for Financial Planning
Verified

Work Email

***@schwab.com

Last verified September 2026

Personal Email

***@hotmail.com

Personal • High Confidence

Phone Number

585*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Brett Holley Socials
Brett Holley Work Experience

Vice President Senior Financial Consultant at Charles Schwab in January 2022 - Present

VP-Financial Consultant at TD Ameritrade in February 2018 - May 2024

Branch Manager at Scottrade in February 2014 - February 2018

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Paraplanner at Ameriprise Financial Services, Inc. in September 2007 - February 2014

Brett Holley Education

College for Financial Planning, Master’s Degree

St. John Fisher College, Bachelor’s Degree

About Brett Holley’s Current Company
Charles Schwab

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)

Discover more about Charles Schwab
Brett Holley’s Colleagues
Emily Stevens

Emily Stevens

San Diego Metropolitan Area

Client Relationship Specialist @ Charles Schwab

Server at Cape Rey Carlsbad Beach, A Hilton Resort & Spa
(May 2022 – Present)

Sara Gebretsadik

Sara Gebretsadik

Denver Metropolitan Area

Finance & Investment Professional

Humanitarian Activist at Omna Tigray
(December 2020 – Present)

Jeffrey Bradbury

Jeffrey Bradbury

Greater Chicago Area

Senior Equity Trader at Charles Schwab Investment Mgmt.

Equity Trader at Charles Schwab Investment Management
(September 2026 – Present)

Bryan Matson

Bryan Matson

Boise, Idaho, United States

Financial Advisor - Tumwater Wealth Management

Financial Advisor at Tumwater Wealth Management
(January 2024 – Present)

Jesse Schaefle

Jesse Schaefle

Boston, Massachusetts, United States

Investment Compliance Analyst at Charles Schwab

Sr. Investment Guideline Oversight Manager at Charles Schwab
(June 2021 – Present)

Kathie Ketelslichtig

Kathie Ketelslichtig

San Francisco Bay Area

Managing Director - Program/Project Manager: The difficult gets done routinely....the impossible takes a bit longer!

Business Systems Integration Analyst at Genentech
(September 2026 – September 2026)

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Frequently asked questions about Brett Holley

What is Brett Holley email address?

Email Brett Holley at [email protected] and [email protected]. This email is the most updated Brett Holley's email found in 2026.

What is Brett Holley phone number?

Brett Holley phone number is 585-899-2221.

How to contact Brett Holley?

To contact Brett Holley send an email to [email protected] or [email protected]. If you want to call Brett Holley try calling on 585-899-2221.

What company does Brett Holley work for?

Brett Holley works for Charles Schwab.

What is Brett Holley's role at Charles Schwab?

Brett Holley is Vice President Senior Financial Consultant

What industry does Brett Holley work in?

Brett Holley works in the Financial Services industry.

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