Forbes Magazine recognized Charles as a Forbes Best-in-State Wealth Advisor in 2019. Charles has been named to the Raymond James Leaders Council* and he has been selected by Raymond James to be a participating member of the Raymond James Practice Management Advisory Council (PMAC) and the Raymond James Retirement Plan Advisory Council (RPAC).
In April of 2017, Charles delivered a presentation to his peers providing commentary on future industry and professional trends titled The Wealth Management Imperative at a Top Advisor Session of the Raymond James National Conference held at the World Marriott Center in Orlando, Florida.
Serving clients as a financial advisor since 1991, Charles began providing fee-based investment management services in 1997. In 2001, at age 33, Charles founded his own wealth management practice after a valuable decade long association with a 70-year old boutique investment and insurance services firm in New Orleans. His practice initially affiliated with the broker/dealer formerly called Pan-American Financial Advisers in New Orleans. In May of 2005 Charles made a major long-term change for the benefit of his clients and the growing practice affiliating with Raymond James.
Charles is a Registered Principal with RJFS and holds Series 7, 24, 63, 66 and 51 licenses and is an Investment Advisory Representative through Raymond James Financial Services Advisors (RJFSA). He maintains Securities licenses in 40 states and Washington, DC., and is a licensed insurance agent in Louisiana, Texas, Mississippi, Alabama, Arizona, North Carolina, Maryland, and Florida. He is a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) as designated by the America College. He is also a Certified Plan Fiduciary Advisor (CPFA®) as designated by the National Association of Plan Advisors (NAPA). He is a member of the Financial Services Institute (FSI) and the Financial Planning Association (FPA).
A native of New Orleans, Charles is a graduate of De La Salle High School and he studied accounting, economics, finance, and management at LSU and UNO graduating with a B.S. Degree in Business Administration. Charles and his wife, Maureen Murphy Genois, a CPA and former assistant vice-president/internal bank analyst, serves as accounting manager for the firm, and they have two energetic sons, Andrew and Alexander.
Their sons were both first string football letterman and honors graduates. Both of their sons were recognized by Mr. Archie Manning in receiving the Allstate Sugar Bowl Scholar-Athlete Award as seniors: Andrew (2014) and Alexander (2018). Alexander was the high school student selected to lead the Intercession prayer at the televised funeral mass for the late New Orleans Saints/Pelicans owner, Mr. Tom Benson at Saint Louis Cathedral in 2018.
Charles enjoys golf, fishing, fitness, reading, concerts, poolside cooking, community service and travel with family and friends.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Raymond James is not affiliated with and does not endorse the entities mentioned above.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
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