Charles Tumlin

Charles is a founding partner of Tumlin Levin and Sumner Wealth Management and takes pride in his chosen profession of helping clients navigate ever-changing and sometimes challenging financial markets. His extensive experience and continued training for nearly 30 years in the industry reinforce his dedication to delivering meaningful financial advice and personalized service to the clients he serves.

An economics major from the University of Georgia, Charles began his career with A.G. Edwards & Sons in Atlanta, where he developed the fundamental knowledge necessary to professionally guide clients toward suitable investment selections and proper asset allocations. He continued serving his loyal clients as A.G. Edwards merged with Wachovia Securities, which later became Wells Fargo Advisors. Charles managed the Beaufort, S.C., office of Wells Fargo Advisors from 2002 to 2015, before joining Raymond James with his partners.

Charles was named to the Forbes list of Top Wealth Advisors Best-in-State in 2026 for the 5^th consecutive year.†

Charles has also earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.

Charles and his family have been an active part of the Beaufort community since 1997. He and his wife, Casey, have three children: Jennings, William and Claire. Charles currently serves as a deacon at First Presbyterian Church Beaufort, is a past board president of Beaufort Academy, a current member of Beaufort Rotary and a supporter of the University of South Carolina Beaufort Center for the Arts. In addition, Charles currently serves as a founding board member of The Foundation for Leadership Education.

† The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that 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 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

Raymond James is not affiliated with the above organizations.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.