With more than eighteen years of experience in the financial industry, Charles Fagan has been a financial advisor for sixteen years. He attended Indiana University in Bloomington, earning a bachelor's degree in marketing and international business in 2003. Before joining Raymond James, Charles worked for A.G. Edwards for three years as bond trader specializing in municipal and corporate bonds. Additionally, Charles holds a Series 7 and Series 66 license as well as his Certified Financial Planner™ certification and CHARTERED RETIREMENT PLANNING COUNSELOR® designation.

Charles focuses primarily on helping clients develop equity, fixed-income, retirement planning, insurance, long-term care, ETF, and mutual fund investment strategies. When he is not working with clients, he enjoys coaching, playing soccer, running, traveling, and spending time with his wife, Catherine, and their three kids. Their first child, Matthew Francis Fagan, was born on Halloween 2012. Norah Leighton Fagan, was born on September 26th, 2014. They welcomed their third child, Emma Finn Fagan, who was born on St. Patrick's Day 2017.