Charles joined Merrill Lynch Wealth Management in 2006. He believes in building a clear financial roadmap to help define and prioritize the life and financial goals of clients. Charles strives not only to advise each client, but also educate them on their financial lives. As a trusted resource, his clients count on him to help them navigate the often complicated investment world so that they can make financial decisions that are appropriate for them. His team’s investment advisory experience enables him to craft a customized wealth strategy that embraces all aspects of a client’s life. Within Merrill, Charlie sits on the board of the firm’s, Black/African American Leadership Council and has been a featured speaker at various events within the firm.

Outside of Merrill, Charles is on the board of various charities, major colleges and universities. He is a graduate of the prestigious Virginia Military Institute where he was a four-time conference champion, All-American athlete and a first ballot Hall-of-Famer. While at VMI, Charles trained for the 2000 Olympics. A devoted husband and father, he resides in Greenwich, CT with his wife and two kids.