About Charles
Serving the West Palm Beach area, Charles provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Charles works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Charles is a Senior Vice President and Wealth Management Advisor at Fifth Third Bank serving the South Florida Region. Charles has over 20 years experience helping his clients achieve financial wellbeing. He began his professional career as an estate, trust and tax attorney at a regional South Florida law firm. Prior to joining Fifth Third Private Bank, he served as a Relationship Strategist at PNC Private Bank and as a Client Advisor at SunTrust Wealth Management.
Education
Charles graduated cum laude with a Bachelor's degree from Temple University, cum laude with a Juris Doctorate degree from Delaware Law School, and with a Master of Laws in taxation degree from the University of Florida School of Law. Although not in the practice of law, Charles holds a law license with the State of Florida and is a Certified Trust and Fiduciary Advisor with the American Bankers Association.
Licenses & Professional Designations
- CTFA
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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