Charles DiCarlo

Charlie is a CERTIFIED FINANCIAL PLANNER^® professional with the Dillard/McMahon Group at Merrill Lynch Wealth Management. Charlie has spent his entire career in the wealth management industry and has great conviction in the quality of service that our group provides to its clients. Charlie provides insightful investment advice for growth and wealth preservation, while stressing the importance of having a wealth management plan to accompany those investments. Through integrity, transparency and excellent service, Charlie intentionally invests in learning your wealth management needs, goals, and risk tolerance to create a plan that addresses what you care about the most.

A Dallas native, Charlie attended Saint Thomas Aquinas and continues to be a parishioner there today. He then attended Bishop Lynch for high school, and continues to be an active member in the BL community as a member of the Alumni Association. Charlie has a degree in economics from the University of Texas at Austin, as well as an MBA from Texas State University. He is also a member of the Dallas Chapter of the Financial Planning Association, which supports high standards of professional competence, ethical conduct, and complete disclosure when serving clients.

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^® and CFP^® in the U.S.