Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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NORFOLK, VA 23510-3306
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Chuck has been in the financial services industry since 2002 and joined Merrill Lynch in 2007. He helps families to create a complete and easy to understand financial strategy; complex enough to achieve their goals, yet not so complicated as to cause uncertainty or undue concern. By asking important questions, listening intently, and compassionately acting on a client's behalf he provides advice, guidance, and the level of comfort that comes from the certainty of knowing that they are being served by not only a financial professional, but a caring friend, who is focused first and foremost on their families well being.
The true measure of wealth is in the breadth of the positive and lasting effect that you can have on those you love. Chuck excels at framing a financial circumstance that helps client's prepare for and enjoy births, graduations, weddings, celebrations, travel, and retirement. When personal tragedy, loss, incapacitation and the lesser speed bumps of life arrive, Chuck is there to provide stability and a way ahead.
Over a 25 year career Chuck served first as a Marine, and then as a Naval Officer. He holds a Bachelor of Science degree from The Embry Riddle Aeronautical University, an M.B.A. from Old Dominion University, and is a graduate of the Naval War College. He is an enthusiastic cheerleader at his children's sporting events, and proud to escort his wife anywhere but the mall or the grocery. He lives in Virginia Beach with his wife (a saint) and two children (somewhat productive).
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.
Embry-Riddle Aeronautical University
Old Dominion University
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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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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.