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Charles Liles

President at Charles A. Liles & Associates, Inc.
Intro Book
Seasoned finance expert with 20+ years of experience in investment advisory and wealth management.
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Location
Indianapolis, Indiana, United States, US
Skills
  • Investment Advisory
  • Financial Planning
  • Wealth Management
  • Estate Planning
  • Financial Services
  • Show all
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Bio

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Charles Liles is a seasoned finance expert with 20+ years of experience in investment advisory, financial planning, and wealth management. He has held senior roles at JPMorgan Chase and Oxford Financial Group, and currently serves as President at Charles A. Liles & Associates, Inc. He holds a Bachelor of Science degree in Business Administration from the University of North Carolina at Greensboro. With a strong background in finance and investment, Charles has developed a unique expertise in estate planning and financial services. His extensive experience has equipped him with the skills to provide tailored financial solutions to individuals and organizations.

Experience

Education

  • 1973 - 1977
    University of North Carolina at Greensboro

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Industry Focus. “Financial Services”

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