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Peter Buchanan Email & Phone Number
VP - Financial Consultant
at
Charles Schwab
1 work email found
@edwardjones.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
VP - Financial Consultant
Location
Bethalto, Illinois, United States
Company size
Who is Peter Buchanan? Overview
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Quick answer
Peter Buchanan is listed as VP - Financial Consultant at Charles Schwab, a with 33019 employees, based in Bethalto, Illinois, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Peter Buchanan.
Peter Buchanan previously worked as Financial Consultant Partner at Charles Schwab and Senior Specialist - New Client Services at Charles Schwab. Peter Buchanan holds Bachelor Of Business Administration - Finance Specialty, Business Administration, Finance, Senior from Sourthern Illinois University Edwardsville.
Company email context
Email format at Charles Schwab
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{first}.{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Peter Buchanan. Compare company email patterns before reaching out.
Profile bio
About Peter Buchanan
I am passionate about holistic wealth management. I have been in the finance industry since 2016 in various roles assisting individuals in all facets of their financial management and planning. One of six children of hard-working parents, I have seen the strain finances put on the everyday American. Due to this, I strive to be a student of personal finance so I can help others achieve their financial goals while being able to enjoy the fruits of their labor. I currently hold my Series 7 license, Series 66 license, Series 9 license, Series 10 license, and I am actively pursuing my Certified Financial Planner (CFP) Designation.
Listed skills include Team Motivation, Leadership, Microsoft Office, Teamwork, and 8 others.
Current workplace
Peter Buchanan's current company
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Charles Schwab
6 roles
Peter Buchanan work experience
A career timeline built from the work history available for this profile.
Financial Consultant Partner
Current
Sep 2024 - Present
Senior Specialist - New Client Services
I work directly with clients with newly established relationships with Charles Schwab to understand both their stated and unstated needs from their brokerage firm, while tailoring solutions to meet said needs. I also focus on educating clients with a wide range of investment experience from topics such as basic investing principles, various account types and features, Schwab-specific tools and resources, trading, indexing, etc.
Sep 2022 - Sep 2024
Financial Services Representative
I directly support self-directed clients with a wide range of needs from education on investment related topics, placing trades, weighing pros and cons of various investment decisions, administrative tasks, and broad market information and news.
Jan 2022 - Sep 2022
Client Service Associate
Edward Jones
Each day I respond to phone and written correspondence from Financial Advisors, Branch Office Administrators, and Clients. I strive to always provide excellent customer service, in which I consistently exceed expectations set by the firm.
Dec 2016 - Jan 2021
Food Server
My responsibilities include ensuring that guests have a quality dining experience, making sure the food all looks the best that it can, and working as a team to make sure every shift runs smoothly.
Mar 2015 - Oct 2017
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
EU
Estefany Urena-Ruiz
Colleague at Charles SchwabDenver Metropolitan Area, United States
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LM
Luana Mora
Colleague at Charles SchwabGreater Houston, United States
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MV
Mariana Valencia
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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SM
Steve Montgomery
Colleague at Charles SchwabSan Diego, California, United States
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SL
Shelby Landreth
Colleague at Charles SchwabSan Francisco, California, United States
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SM
Saibu Mathew
Colleague at Charles SchwabFrisco, Texas, United States
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A(
Annie (Haberman) Pham, Cfa
Colleague at Charles SchwabOmaha, Nebraska, United States
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BB
Benjamin Baldus
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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MH
Michael Howard
Colleague at Charles SchwabArgyle, Texas, United States
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GS
Gerry Schwebel
Colleague at Charles SchwabKeller, Texas, United States
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Estefany Urena-Ruiz
Colleague at Charles SchwabDenver Metropolitan Area, United States
View →
LM
Luana Mora
Colleague at Charles SchwabGreater Houston, United States
View →
MV
Mariana Valencia
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
SM
Steve Montgomery
Colleague at Charles SchwabSan Diego, California, United States
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SL
Shelby Landreth
Colleague at Charles SchwabSan Francisco, California, United States
View →
SM
Saibu Mathew
Colleague at Charles SchwabFrisco, Texas, United States
View →
A(
Annie (Haberman) Pham, Cfa
Colleague at Charles SchwabOmaha, Nebraska, United States
View →
BB
Benjamin Baldus
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
MH
Michael Howard
Colleague at Charles SchwabArgyle, Texas, United States
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GS
Gerry Schwebel
Colleague at Charles SchwabKeller, Texas, United States
View →
2 education records
Peter Buchanan education
Bachelor Of Business Administration - Finance Specialty, Business Administration, Finance, Senior
Sourthern Illinois University Edwardsville
High School Diploma, College Prep
Civic Memorial High School
FAQ
Frequently asked questions about Peter Buchanan
Quick answers generated from the profile data available on this page.
What company does Peter Buchanan work for?
Peter Buchanan works for Charles Schwab.
What is Peter Buchanan's role at Charles Schwab?
Peter Buchanan is listed as VP - Financial Consultant at Charles Schwab.
What is Peter Buchanan's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Peter Buchanan at Charles Schwab.
Where is Peter Buchanan based?
Peter Buchanan is based in Bethalto, Illinois, United States while working with Charles Schwab.
What companies has Peter Buchanan worked for?
Peter Buchanan has worked for Charles Schwab, Td Ameritrade, Edward Jones, and Red Lobster.
Who are Peter Buchanan's colleagues at Charles Schwab?
Peter Buchanan's colleagues at Charles Schwab include Estefany Urena-Ruiz, Luana Mora, Mariana Valencia, Steve Montgomery, and Shelby Landreth.
How can I contact Peter Buchanan?
You can use AeroLeads to view verified contact signals for Peter Buchanan at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Peter Buchanan attend?
Peter Buchanan holds Bachelor Of Business Administration - Finance Specialty, Business Administration, Finance, Senior from Sourthern Illinois University Edwardsville.
What skills is Peter Buchanan known for?
Peter Buchanan is listed with skills including Team Motivation, Leadership, Microsoft Office, Teamwork, Microsoft Word, Microsoft Powerpoint, Problem Solving, and Microsoft Excel.
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