Charles Robinson

Private Wealth Advisor at Advocus Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US

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Experience

  • Advocus Private Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Advisor
      • Jun 2021 - Present
  • Keebeck Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President, Wealth Planning
      • Aug 2020 - Jun 2021

      Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, professional athletes, private business owners, entrepreneurs, and their multi-generational families. We have the experience, knowledge, network and passion to help high net-worth individuals and families simplify their financial decision-making by educating them on how to control their capital. We help our clients identify the best path to their true goals by synthesizing all the “seasons” of their lives into a focused plan to step forward. Keebeck Wealth Management has offices in Chicago and Columbus. Show less

  • Cornerstone Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor at Cornerstone Wealth
      • May 2013 - Aug 2020
  • The Monteverde Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President - Financial Planning
      • Oct 2009 - May 2013
  • Ameriprise Financial
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Aug 2006 - Sep 2009
  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Aug 2005 - Jul 2006

Education

  • The University of Georgia
    Master of Science (M.S.), Financial Planning
    2016 - 2018
  • East Carolina University
    Bachelor of Science (B.S.), Exercise Physiology
    1997 - 2001

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