Charles is a Private Wealth Advisor at Advocus Private Wealth.
He brings nearly 15 years of experience advising high net worth/taxable investors on topics such as: cash flow, risk management, tax planning, investment management and estate planning. He is especially focused on building unparalleled, personal relationships with clients to best help them define, navigate, preserve and optimize a comprehensive wealth management plan.
Charles was associated with Cornerstone Wealth Group, LLC, where he was a Financial Advisor from and was a Registered Representative with LPL Financial, LLC from May of 2013 through November 2017.
While playing Varsity Football, Charles earned a B.S. in Exercise Physiology/Pre-Med from East Carolina University. Charles recently graduated Cum Laude with a Master of Science in Financial Planning at the University of Georgia from the renowned College of Family and Consumer Sciences. Charles has completed all necessary requirements and is now pursuing his Certified Financial Planner™ (CFP®) designation.
As a proud graduate and former scholar athlete at East Carolina University, Charles is an active member of the ECU Pirate Club supporting all athletic scholarships, facility, and programmatic endeavors. He also passionately supports Mission Stadiums for Multiple Sclerosis (MS4MS), a unique organization whose mission is to raise funds for MS research in hopes of finding a cure while spreading awareness about MS at all sports stadiums. Charles, his wife and their three daughters reside outside of Charlotte, NC.