Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Charles T. Laughlin, CFP®,CRPC®
First Vice President
Wealth Management Advisor
Charlie began his career as a financial advisor in 2000 and joined Merrill Lynch Wealth Management in 2009. He is dedicated to helping a select group of business owners, executives, physicians, and multiple generations of families across the country oversee the complexities of their wealth.
By working with a limited number of clients, Charlie provides individualized service and superior responsiveness to understand clients’ needs, wants and dreams. Although each client is unique, all are ambitious people who look to him to help coordinate their financial lives, no matter how complex. He strives to handle each client with respect and privacy. His aim is to take care of their financial well-being so that they can concentrate on their life goals.
Charlie’s value extends beyond investment management, to the highly personalized services and strategies he offers for nearly every aspect of their financial lives—including:
- retirement income strategies
- liability management
- next generation education programs
- wealth transfer strategies
Charlie graduated magna cum laude from Colorado State University with a bachelor’s degree in agricultural and applied economics and from Texas A&M University with a master’s degree in the same field. Charlie and his wife have three sons and live in Athens where he is active in his church and has coached his sons’ sports teams for more than a decade. He is a proud supporter of the American Cancer Society and Extra Special People, dedicated to enhancing the lives of children with developmental disabilities.
Wealth Structuring Advisory
Cash Management Account
Estate Planning Services
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Colorado State University
Texas AandM University System
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.