Monica Vazquez, MSF, CWS® in

Monica Vazquez, MSF, CWS®

Login to view DISC.
VP - Branch Manager: Helping clients own their tomorrow at Charles Schwab
📍 Miami-Fort Lauderdale Area, United States

Monica Vazquez is a VP and Branch Manager at Charles Schwab, overseeing the Miami, Coral Gables, and Aventura locations. With over 15 years of experience, she leverages her Master of Science in Finance from Florida International University and Certified Wealth Strategist® designation to lead her team in providing comprehensive financial advice.

She is passionate about connecting personal well-being with financial health, as shown by her support for American Heart Month. Monica values community and is committed to fostering empathy and shared purpose, drawing inspiration from leaders like Dr. Martin Luther King Jr. and attending local charitable events.

Unique fact: Monica is part of the Charles Schwab Advanced LEAD 2025 program.

Read the full overview →
Experience
14 Years
Current Role
VP - Branch Manager: Helping clients own their tomorrow
Job Level
Senior
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

How Monica shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Monica cares about

Wealth Management
Her primary professional focus involves assisting clients with investment strategies, portfolio analysis, and long-term financial planning to help them achieve their goals.
Team Leadership
Manages teams across three branches and publicly celebrates their shared successes, emphasizing the importance of investing time in her people and their mission.
+5 more topics Login to view topics
Career

Work history

2-2022
VP - Branch Manager: Helping clients own their tomorrow
Charles Schwab
11-2019 - 2-2022
VP- Assistant Branch Manager
Charles Schwab
1-2018 - 11-2019
Branch Manager
TD Ameritrade
4-2016 - 2-2018
Branch Manager
Scottrade
11-2015 - 3-2016
Chase Private Client Banker
JPMorgan Chase & Co.
In the press

Media appearances

Learning the value of money as a Cuban immigrant. Featured in Charles Schwab – About Schwab
See now
Monica Vazquez | Financial Consultant in FL. Featured in Charles Schwab
+1 more appearances Login to view media
Education
2014 - 2015
Master of Science in Finance
Florida International University
2010 - 2012
Bachelor of Business Administration (B.B.A.)
Florida International University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Charles Schwab Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Monica. Free, 10 seconds.