Joe Moglia
Senior Advisor
Joe Moglia is a Member of Consello’s Advisory Board. Joe served as CEO and Chairman of TD Ameritrade from 2001 to 2020 until the Charles Schwab acquisition.
Joe Moglia is a Member of Consello’s Advisory Board. Joe served as CEO and Chairman of TD Ameritrade from 2001 to 2020 until the Charles Schwab acquisition.
Background
At the close, the combined company was worth $100 billion and had client assets of $7 trillion. When Joe began, those numbers were $700 million and $24 billion.
Joe also achieved a distinguished football career as the Head Coach at Coastal Carolina. Over his last 11 years, he was part of 8 championship teams.
He is the Chair of Fundamental Global and Capital Wealth Advisors, and Chair of Athletics and Executive Advisor to the President at Coastal Carolina University. Joe has received numerous awards and recognitions over his unique career, including the Ellis Island Medal of Honor. Joe has also received multiple Coach of the Year honors, been inducted into 8 halls of fame, received 3 honorary doctorates, and is the only author on the topics of both investing and football.
Awards / Recognition
Joe has received numerous awards and recognitions over his unique career, including the Ellis Island Medal of Honor.
Joe has also received multiple Coach of the Year honors, been inducted into 8 halls of fame, received 3 honorary doctorates, and is the only author on the topics of both investing and football.