Director - Business Development And Client Engagement
Current
Charles Schwab Investment Advisory
Jul 2021 - Present
AeroLeads people directory · profile
Michael Brozzo, Cima®, Cfp® Email & Phone Number
Director - Business Development and Client Engagement at Charles Schwab Investment Advisory
at
ThomasPartners,Inc
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Business Development and Client Engagement at Charles Schwab Investment Advisory
Location
Orlando, Florida, United States
Who is Michael Brozzo, Cima®, Cfp®? Overview
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Quick answer
Michael Brozzo, Cima®, Cfp® is listed as Director - Business Development and Client Engagement at Charles Schwab Investment Advisory at ThomasPartners,Inc, based in Orlando, Florida, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Michael Brozzo, Cima®, Cfp®.
Michael Brozzo, Cima®, Cfp® previously worked as Director - Business Development and Client Engagement at Charles Schwab Investment Advisory and Portfolio Strategist at Thomaspartners,Inc. Michael Brozzo, Cima®, Cfp® holds Chicago Booth Cima®, Education Program from The University Of Chicago Booth School Of Business.
Company email context
Email format at ThomasPartners,Inc
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*@schwab.com
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AeroLeads found 1 current-domain work email signal for Michael Brozzo, Cima®, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Michael Brozzo, Cima®, Cfp®
Experienced Managing Director with a demonstrated history of working in the investment management industry. Skilled in Customer Relationship Management (CRM), Securities, Retirement Planning, Investment Advisory, and Mutual Funds. Strong business development professional with a BSBA focused in Finance from University of Central Florida - College of Business Administration.
Listed skills include Portfolio Management, Investments, Asset Allocation, Crm, and 21 others.
Current workplace
Michael Brozzo, Cima®, Cfp®'s current company
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6 roles
Michael Brozzo, Cima®, Cfp® work experience
A career timeline built from the work history available for this profile.
Portfolio Strategist
CurrentThomasPartners strives to prepare our clients for all possible market environments, not just those we favor. This is the distinguishing characteristic of our firm. Like others, we are careful stock pickers employing industry sector diversification in an effort to mitigate risk,. But, unlike others, we also endeavor to create and nurture recurring, and.
Aug 2016 - Present
Managing Director
CurrentWindhaven Investment Management, Inc. is a leading investment advisory firm with over $8.5 billion in assets under management1. A different kind of managed portfolio solution, Windhaven® offers clients a choice of three broadly diversified strategies consisting primarily of exchange-traded funds (ETFs). Using a proactive approach to global investment.
Oct 2014 - Present
Vp - Financial Consultant
In my role as a Schwab Financial Consultant, I’m dedicated to helping Schwab clients achieve their financial goals. I work closely with Schwab clients and provide them with guidance on retirement or education expense planning, portfolio reviews and finding investments geared towards their individual needs. I am committed to making sure that each Schwab.
Feb 2008 - Oct 2014
Portfolio Consultant
May 2002 - Feb 2008
Registered Representative
Jan 2000 - May 2002
2 education records
Michael Brozzo, Cima®, Cfp® education
Chicago Booth Cima®, Education Program
The University Of Chicago Booth School Of Business
Bsba, Finance
University Of Central Florida - College Of Business Administration
FAQ
Frequently asked questions about Michael Brozzo, Cima®, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Brozzo, Cima®, Cfp® work for?
Michael Brozzo, Cima®, Cfp® works for ThomasPartners,Inc.
What is Michael Brozzo, Cima®, Cfp®'s role at ThomasPartners,Inc?
Michael Brozzo, Cima®, Cfp® is listed as Director - Business Development and Client Engagement at Charles Schwab Investment Advisory at ThomasPartners,Inc.
What is Michael Brozzo, Cima®, Cfp®'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Michael Brozzo, Cima®, Cfp® at ThomasPartners,Inc.
Where is Michael Brozzo, Cima®, Cfp® based?
Michael Brozzo, Cima®, Cfp® is based in Orlando, Florida, United States while working with ThomasPartners,Inc.
What companies has Michael Brozzo, Cima®, Cfp® worked for?
Michael Brozzo, Cima®, Cfp® has worked for Charles Schwab Investment Advisory, Thomaspartners,Inc, Windhaven Investment Management, and Charles Schwab & Co., Inc..
How can I contact Michael Brozzo, Cima®, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Brozzo, Cima®, Cfp® at ThomasPartners,Inc, including work email, phone, and LinkedIn data when available.
What schools did Michael Brozzo, Cima®, Cfp® attend?
Michael Brozzo, Cima®, Cfp® holds Chicago Booth Cima®, Education Program from The University Of Chicago Booth School Of Business.
What skills is Michael Brozzo, Cima®, Cfp® known for?
Michael Brozzo, Cima®, Cfp® is listed with skills including Portfolio Management, Investments, Asset Allocation, Crm, Mutual Funds, Series 7, Financial Planning, and Investment Advisory.
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