Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Charles joined Merrill Lynch Wealth Management in 2006. He believes in building a clear financial roadmap to help define and prioritize the life and financial goals of clients. Charles strives not only to advise each client, but also educate them on their financial lives. As a trusted resource, his clients count on him to help them navigate the often complicated investment world so that they can make financial decisions that are appropriate for them. His team’s investment advisory experience enables him to craft a customized wealth strategy that embraces all aspects of a client’s life. Within Merrill, Charlie sits on the board of the firm’s, Black/African American Leadership Council and has been a featured speaker at various events within the firm.
Outside of Merrill, Charles is on the board of various charities, major colleges and universities. He is a graduate of the prestigious Virginia Military Institute where he was a four-time conference champion, All-American athlete and a first ballot Hall-of-Famer. While at VMI, Charles trained for the 2000 Olympics. A devoted husband and father, he resides in Greenwich, CT with his wife and two kids.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
Virginia Military Institute
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.