A graduate of Maclay High School, Charles went on to attend the University of Alabama, where he earned a Bachelor of Arts in corporate finance and investment management. He then joined the financial services industry, becoming part of the professional tradition built by his father and grandfather. Over the course of his career, he has remained committed to continuing education and currently holds several industry designations including wealth management specialist, Accredited Asset Management Specialist, Chartered Retirement Planning CounselorSM and Raymond James Trust SpecialistSM.
His commitment to serving the community extends far beyond his professional role, and he works closely with several local organizations. He is the founder and two-time president of the Tallahassee Chapter of the University of Alabama Alumni Association, a patron and member of the Goodwood Museum and Gardens, a past board member of the Lemoyne Art Foundation, a past board member of The Southern Scholarship Foundation, a member of the Tallahassee Economics Club, and a member of the Good Shepherd Church.
Charles was born and raised in Tallahassee, where he currently resides with his wife, Roxanne, and children, Riley, Maggie, Charlie and Chase. Outside his commitments to career and community, Charles enjoys traveling, mountain biking, and spending time with his family and friends.
Raymond James is not affiliated with any organizations mentioned.
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