As a Senior Wealth Advisor, Charley provides personalized financial counsel tailored to each client’s unique goals and preferences. His guidance helps clients in the areas of investment management, retirement planning, estate/tax planning, charitable giving, and risk management.
Prior to joining Aviance, Charley was a Senior Financial Consultant at Charles Schwab Overseeing nearly $2 billion in client assets, he served affluent clients in growing, managing, and distributing wealth through multiple generations. Charley then joined Forme Financial, renamed Earned in early 2023, as a Senior Wealth Advisor and founding member to focus on the comprehensive needs of physicians across all aspects of wealth management. Charley was recruited to Forme in the early stages of development and played an important part in developing the client relationship model and physician services. In the spring of 2023, Charley briefly served as a Wealth Advisor at Nova Wealth Management.
Charley earned a Masters in Personal Financial Planning from the College for Financial Planning and his undergraduate degree in Business Management from Hodges University.
Indiana natives, Charley and his wife, Kelly, moved to Naples, FL in 2009 with the thought “why wait until you retire to live in paradise”. Charley is a life-long learner. Being the first of his family to attend college, he knew while still being a teen, he would complete graduate school and continue his learning thereafter. Charley and his wife Kelly enjoy being very active outdoors with their two sons, Collin and Greyson.
