About Charles

A hometown advisor with nearly three decades of experience.

Tallahassee native. Florida State graduate. Committed to your financial well-being.

CRPC®Chartered Retirement Planning Counselor

My story

Delivering solutions that fit your circumstances.

As a Vice President and Financial Advisor in the Private Client Group at Truist Investment Services, I’m committed to your financial well-being and to delivering solutions that best fit your circumstances.

I started my career in 1997 and have spent it helping clients with investment and financial planning — first with SunTrust, and since 2021 with Truist. Over that time, I’ve seen markets rise and fall, and I’ve learned that the clients who do best are the ones with a clear plan and someone in their corner to help them stick to it.

That’s why I follow a disciplined process: assessing your needs, setting and prioritizing goals, evaluating the trade-offs, and implementing strategies designed to get you where you want to go.

Career

The path here

2021 – Present

VP, Financial Advisor

Truist Investment Services, Inc. · Truist Wealth, Private Client Group

1997 – 2021

Vice President

SunTrust Private Wealth Management and SunTrust Investment Services, Inc.

1996

Bachelor of Science

Florida State University · Sigma Chi Fraternity

Beyond the office

Invested in Tallahassee

This city has given me a lot, and I try to give back. I’ve served on a number of nonprofit boards in the Tallahassee area and stay active in civic, church and charitable organizations.

Past Chairman and current Trustee, Tallahassee Quarterback Club Foundation, Inc.
Active in numerous civic and charitable organizations
Proud family man and lifelong Seminole fan
Happiest outdoors and out on the water

Your next step

Let’s get to know each other.

Pick a time that works for you. The first meeting is simply a chance to get to know each other and talk about what matters most to you.

Schedule a Meeting Call 850-907-5064