With more than 23 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.
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 is also a board member of the Oxford Football (soccer) Club. Chuck 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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.