Chuck has been in the Financial Services industry for 2 years. Prior to joining BRW June 16, 2015 Chuck was a Financial Representative at Northwestern Mutual and responsible for client contact and evaluating clients future financial stability.
Chuck graduated from Wake Forest University with a B.S. in Finance where he played NCAA football and baseball in the ACC. He currently holds a series 7 (General Securities Representative) and 66 (Uniform Combined State Law). In addition to working in the investment industry, Chuck enjoys strength and conditioning training.
Being a registered associate, Chuck works on preparing meeting materials, implementing portfolio recommendations, and engaging clients in post meeting follow-up activities that are directed by the advisors at BRW. Chuck also can be a resource for day to day questions regarding your portfolio and financial questions. Chuck also assists the operations department with opening new accounts, facilitating distributions and general account maintenance.