Charles has been helping his clients realize their personal financial goals for over 20 years. He focuses on retirement planning, investment management and tax sheltered investing for individuals, families and business owners.
Prior to joining Merrill Lynch Global Wealth Management Charles worked as a Wealth Management Advisor with TIAA-CREF and Fidelity Investments in New York City. He began his career as an advisor with Putnam Investments in Boston in 1994.
Charles earned his bachelor’s degree in Economics from Framingham State University and is a member of the CFA Institute, the New York Society of Security Analysts and the College for Financial Planning.
Charles is actively involved in his community, he is a member of the Wollaston Hill Neighborhood Association and the Wollaston Garden Club in Quincy. Away from the office, Charles enjoys cooking, painting, hiking and photography.