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Brandi C

Series 66

Macon, GA

Charles Schwab

Brandi Crosby is a financial advisor at Charles Schwab with 13 years of industry experience and holds a Series 66 designation. She has worked at various Charles Schwab entities since 2013. Outside of her advisory role, she is involved in several business activities including owning a digital marketing company focused on web development and supporting a family retail business serving public safety professionals. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management platform.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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