Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Charles has been part of the Financial Services industry since joining Merrill in 1985 as a financial advisor. Charles is a problem solver who works to simplify affluent clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes.
He is also a firm believer in paying close attention to both sides of a clients’ balance sheet, which is why he offers access to a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.
He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have. Charles is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
Charles has a Bachelor of Science Degree in Business Administration from Villanova University. He is involved with many charities and is an Alumni Board Member of Villanova University.
*NMLS ID 579615
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
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.
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.
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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.