Charles Wattick
Charles Wattick is a Financial Advisor dedicated to helping clients achieve their financial goals through personalized financial planning and objective advice. He takes a holistic approach to wealth management, working closely with individuals and families to develop strategies tailored to their unique circumstances, priorities, and long-term aspirations.
Charles is committed to providing clients with peace of mind when it comes to their finances. By leveraging the extensive resources, capabilities, and specialized partners available through Merrill, he helps clients navigate important financial decisions and build plans designed to support lasting financial success.
A graduate of Gettysburg College, Charles earned a Bachelor's Degree in Business Management and Organization. His educational background, combined with his passion for helping others, enables him to guide clients through every stage of their financial journey with confidence, professionalism, and a client-first mindset.
Whether planning for retirement, managing investments, preserving wealth, or preparing for future generations, Charles focuses on building meaningful relationships and delivering personalized guidance to help clients pursue their financial goals with clarity and confidence.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.