Charlie is the Manager of the Roswell Merrill Lynch office as well as Vice President, Senior Financial Advisor. Charlie has been Manager of the Roswell office for the past 16 years and a Financial Advisor for 22 years with Merrill Lynch. As a Financial Advisor, Charlie focuses on total wealth management and provides solutions for multidimensional personal and business finances. Charlie has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress we are making together toward reaching those goals and objectives.
With Charlie, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Charlie meets regularly with clients to ensure their financial lives are consistent with their personal circumstances.
Once your wealth management plan has been implemented, Charlie will periodically review your plan's progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place you will be less effected by extraneous event driven decisions. I embrace the concept of Total Merrill in my ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services for clients. I have access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a solution that meets each clients unique financial objectives.