How do you empower your clients to live their Signature Life?

At Signature Wealth, I provide dedicated support to financial planning and investment clients in Charlotte, NC, and surrounding areas. I specialize in working with corporations, families, and non-profit organizations in wealth accumulation, wealth preservation, and wealth distribution.

 

What can you tell us about your professional journey?

Before entering the financial services industry, I proudly served as a paratrooper and interrogator with the U.S. Army while stationed in Fort Bragg, NC - serving in Bosnia and Russia. Today, I am a CFP® professional and 20-year veteran in the financial services industry. I've worked as Vice President and Regional Director for Lincoln Financial Distributors, Inc. and Regional Vice President covering The Carolinas for Ivy Distributors, Inc. In 2021 I partnered with Signature Wealth Strategies and established The Trifecta Team.

I have extensive experience in estate planning, mutual funds, annuities, education planning, portfolio construction, and strategy. I hold Series 7, 63, and 65 licenses. 

 I  reside in Charlotte, N.C. with my wife and daughter.

 

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FUN FACT: 

Chuck has a passion for grilling and appeared on an episode of Food 911 on the Food Network.