With more than 19 years in the financial services industry, Chuck offers knowledgeable guidance to help families and professionals strategically pursue their goals. He provides comprehensive financial planning support with a specialty in developing portfolios tailored to clients’ risk tolerance and time horizon. Reliable and an attentive listener, Chuck seeks to foster a lasting relationship with each client and be their trusted advisor for every financial need.
In 2018 and 2020 Chuck was recognized by Forbes magazine on their “Best-In-State Wealth Advisors” list. Before joining Raymond James, he was a financial advisor with Wells Fargo and began his financial services career with Morgan Keegan working in fixed income trading and sales. Chuck earned a bachelor’s degree from the University of Mississippi.
Chuck is a member of the Oxford University United Methodist Church, where he also serves on the staff and parish relations committee. He enjoys spending time with his wife, Elizabeth, and three daughters, Graham, Olivia Cate and Bramlett, as well as golfing and watching Ole Miss athletic events. Originally from Greenville, he lives in Oxford.
Data provided by SHOOK TM Research, LLC. 2018: roughly 21,138 advisors nominated by their firms, 2,213 received the award. Data as of 6/30/19. Source: Forbes.com (January, 2020). 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 who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who 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 approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's 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. For more information: www.SHOOKresearch.com