AIF®, CPFA® Retirement Plan Advisor Winston-Salem, NC
For the past 30 years, Charles has provided advisory services to institutions and charitable organizations, as well as high-net-worth families and individuals. With Raymond James’ powerful research tools at his fingertips, Charles delivers tailored, disciplined, objective strategies. As a client, you will appreciate his thorough approach to understanding your needs in order to achieve your unique financial goals.
Charles credits hours spent playing the board game Monopoly as a young man for initially sparking his interest in the financial services sector. Now with a wealth of real-world financial experience coupled with Alex. Brown – Raymond James extensive resources, he prides himself on developing client relationships built on mutual trust and respect.
Prior to joining Alex. Brown & Sons in 1993, Charles worked as a trust officer for such financial institutions as First Union and Planters National Bank. He is a member of Investment Management Consultants (IMCA) and was awarded the Accredited Investment Fiduciary (AIF) professional designation by the Center for Fiduciary Studies. He has earned a Certified Behavioral Finance Analyst certificate from the AGI Center for Behavioral Finance and holds the Series 7, 63 and 65 securities registrations.
A native of Youngsville, North Carolina, Charles is a graduate of the Campbell University School in trust management. Currently, he lives in Winston-Salem with his wife, Sally, and their two sons. He serves on the programs committee of the ASPPA Benefits Council and on the investment committee of St Paul’s Episcopal Church. Charles has served as an assistant scoutmaster for Centenary Methodist Church Boy Scout Troop 920 and on committees of JDRF, Ravenscroft School, Summit School and Wake Forest University’s pastorial counseling services. An outdoorsman at heart, Charles counts photography, hunting and paddle tennis among his leisure-time pursuits.
Raymond James is not affiliated with the above organizations and/or charitable causes.