Charlie joined Piedmont Wealth Advisors in January 2022 and holds Series 7 and Series 66 licenses. Born and raised in Greensboro, NC, Charlie currently lives in Wilmington, NC. His initial team responsibilities are focused on client service, investment strategy support, business development, and referrals.
Charlie is a graduate of NC State and in his free time enjoys playing soccer, golf, and spending time with his dog, Winston. Charlie is an avid Wolfpack fan and dedicated supporter of the school through thick and thin. As the PWA team continues to be in growth mode serving clients, they are happy to have another qualified member join the team.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.