Branch Manager and founding partner of Southeast Private Wealth, Chuck is a passionate financial advisor specializing in the management of multi-generational wealth.

Since 1987, Chuck has had the privilege of crafting highly personalized wealth management strategies for high-net worth families, corporate retirement plans, endowments, foundations, and trust clients throughout the Southeast. He is enthusiastic about helping clients find the highest rate of return with the most favorable tax outcomes and the least amount of risk.

Chuck began his career at Synovus Securities where he held various positions in both the institutional and retail divisions. Later he joined Merrill Lynch, where he spent 11 years helping clients achieve a work-optional lifestyle before joining Morgan Keegan in 2006 (acquired by Raymond James in 2012).

Chuck is a graduate of Columbus State University where he earned a BBA in Finance and a minor in Economics. He also holds the designations of Accredited Asset Management Specialist from the College of Financial Planning as well as Wealth Management Specialist from Kaplan University. Additionally, he earned the title of Investment Management Consultant in 2014 from Raymond James.

Chuck has called Columbus, GA home for over 40 years. He and his wife, Lori are active members of Cascade Hills Church where he has previously served on the finance, executive and scholarship committees. For many years Chuck was actively involved with The Carpenter’s Way Ranch, a children’s home founded by Major League Baseball star Glenn Davis and his wife Theresa. The Ranch provides a residential program for neglected and abused children. Chuck served there as a member of the Board of Directors, Executive Committee and as Treasurer until the Ranch’s merger with The Methodist Home. Additionally, Chuck has enjoyed his longtime involvement with the Georgia Department of Labor’s Evening with Santa, a program that brings Christmas to over 200 Columbus area underprivileged children. Chuck is also a past member of the Harris County, Georgia Chamber of Commerce’s business development committee and past President of the North Columbus Kiwanis Club.