Charles was registered in 1986 as a representative with Kidder, Peabody & Co in Tampa, where he specialized in municipal bonds and tax-free investing. In 1989, he went to NCNB Bank to work in their investment and brokerage division and furthered his experience and knowledge in the markets by taking care of his clients’ assets. In 1993, Charles moved to Paine Weber in Orlando as a representative and was there until he started his own practice in 1997.
As an independent advisor, Charles has specialized in asset protection and income strategies that meet every client’s needs.
Having been in the business for 27 years, his experience has given him invaluable insight and knowledge of the markets and the ability to successfully avoid many pitfalls that make up an evermore-complex world today.
Charles has three teenage daughters and lives in Winter Park. He has been a member of the First United Methodist Church of Winter Park since 1994 and is active at men's bible study.