Brings 26 years of experience in the financial services industry to his role with Raymond James at Wilson Bank & Trust, where he has served clients for nearly three years. He currently manages nearly $100 million in assets, with a focus on educating clients about the wide range of financial solutions available to help them make informed decisions aligned with their goals.
Charles begins every client relationship by looking at the big picture—taking time to understand each client’s current financial situation, short- and long-term goals, and risk tolerance. He focuses on educating his clients on the various options available to meet their unique goals, ensuring that each strategy is tailored to their individual needs.
Outside of work, Charles has lived in the Hermitage area for over 28 years, where he has enjoyed raising his four children. In his free time, he enjoys playing golf, watching reality TV, and cheering on the Hilltoppers.