Charlie Branch
,
Senior Vice President, Resident Director
360 Hamilton Avenue
White Plains, NY 10601
212.382.8420
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
Marko Sango,

AAMS™

Assistant Vice President, Investment Management Specialist
212.382.8508
Elizabeth Reed
Registered Wealth Management Client Associate
212.382.8559
Michael J Giampapa
Assistant Vice President, Wealth Management Associate
212.382.8417
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Charles Branch is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.