With 15 years as a financial advisor, Chuck is also a Chartered Retirement Planning Counselor®. Chuck works with both individual and corporate clients in managing their assets & liabilities. He specializes in the laddering of municipal bonds, retirement planning analysis, and 401k rollovers. Chuck strives to help clients create plans to acquire and/or maintain their financial independence through the reduction of debt and systematic investing.
- Financial Advisor with Raymond James Financial Services (2009-Present)
- Financial Advisor with Smith Barney for 8 years (2001-2009)
- 1996, B.S. in Business Administration from Louisiana College – Pineville, LA
- Legatus – Lafayette-Acadiana Chapter
- Chartering Member
- Board Member - At-Large Director
- Sacred Heart Church – Broussard, LA
- Parishioner
- Pastoral Council Board Member
- St. Cecilia School – Broussard, LA
- Past - School Board Member, Advisory Council president, Past Building Committee Member
- Current - Capital Campaign Committee Chair, Director of Athletics
- Knights of Columbus - Broussard, LA
- USA Triathlon
- Tri-Cajuns Club– Lafayette, LA
- National Association of Christian Financial Counselors
- Licenses in Securities (7, 63, 65), life insurance, long term care insurance, and variable/fixed annuities.
- Licenses in General Securities Sales Supervisor (9,10)
- Chartered Retirement Planning Counselor® (2007)
Raymond James is not affiliated with any organizations mentioned above.