Director of Internal Sales
Charlie is a 2006 graduate of Purdue University, with a B.S. degree in Financial Counseling and Planning. Originally from Louisville, KY, Charlie has called Southwest Florida home since 2006. After 9 years of helping individual investors through the financial planning process as a CFP®, Charlie began working with Capital Wealth Planning as a regional wholesaler. In this position, he become familiar with the inter-workings of CWP and the institutional SMA landscape.
Overtime, Charlie has become an expert on each of Capital Wealth Planning's SMA relationships. Charlie is now responsible for the oversight of the National Sales Team, as well as, provide internal support to financial advisors we work closely with and members of the sales team.
Check out the background of this investment professional on FINRA's BrokerCheck