Charles has over 25 years of experience in the financial services industry and oversees our team’s investment platform and investment strategies. In addition, he is responsible for client reporting and assists with business development and marketing opportunities. Charles’ skills, organization and systematic approach to investing help clients navigate the complexity of the financial markets.
Charles is a Certified Investment Management Analyst® (CIMA®) and a member of the Investments and Wealth Institute (formerly IMCA). He began his career in New York City, later joining Prudential Securities as a financial advisor and moving to Merrill Lynch in January 2000. In 2011, he and Bill founded Piedmont Wealth Advisors of Raymond James. Charles is a member of the Institute of Investment Management Consulting Group at Raymond James. He earned a degree from the University of North Carolina at Greensboro.
An active member of his community, Charles is a graduate of Leadership Greensboro. He is a current member and past board member of the Greensboro Sports Council, a past board member and Investment Committee chair of the United Methodist Foundation of Western North Carolina and a board member of the Excellence Foundation at UNC Greensboro. Charles has served on the Eagle Scout Board of Review and has held various leadership roles at his church.
Charles enjoys golf, traveling, reading and watching sports in his spare time. Charles and his wife, Rachel, live in Greensboro, North Carolina, and have three children
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.