Charles Gould
Senior Vice President, Wealth Management Advisor
1040 Stony Hill Rd
Floor Fl 2
Yardley PA 19067
(267) 757.1432
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Charlie focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Charlie provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. Charlie is driven by his passion for delivering excellent service and helping clients pursue their goals.
Community involvement is an integral part of how Charlie interacts with clients and communities. Charlie is enthusiastically involved with volunteering for organizations such as the American Littoral Society. Let him show you how his professionalism and dedicated client service could benefit you and your family. Contact him at your earliest convenience.

About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Meet Our Professional Staff
Janet A Sellers
Officer, Wealth Management Client Associate
267.757.1456
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Charles Gould is registered to do business in AZ, CA, CO, DC, DE, FL, GA, KY, MA, MD, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, VA, WV.
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.