Charlie recently joined Investment Partners of Acadiana and Raymond James as a branch associate. He assists in coordinating meetings, preparing and analyzing reports (including Goal Planning & Monitoring), and conducting reviews. He has passed his SIE exam and is studying for his Series 7 and 66 exams along with his license for life, health, and variable annuities.
Charlie graduated from Louisiana State University with a Bachelor of Science in business in May 2024. When outside of the office, Charlie enjoys working out and playing golf.
Our Team