Charley Corbett

Senior Wealth Advisor at Aviance Capital Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US

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Credentials

  • Accredited Wealth Management Advisor, AWMA®
    College for Financial Planning
  • Certified Wealth Strategist, CWS®
    Cannon Financial Institute
  • Chartered Retirement Planning Counselor, CRPC®
    College for Financial Planning
  • Master Planner Advanced Studies, MPAS®
    College for Financial Planning
  • Series 10
    FINRA
  • Series 63
    FINRA
  • Series 66
    FINRA
  • Series 9
    FINRA

Experience

  • Aviance Capital Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Wealth Advisor
      • Aug 2023 - Present

      As a Senior Wealth Advisor, Charley provides personalized financial counsel tailored to each client’s unique goals and preferences. His guidance helps clients in the areas of investment management, retirement planning, estate/tax planning, charitable giving, and risk management. As a Senior Wealth Advisor, Charley provides personalized financial counsel tailored to each client’s unique goals and preferences. His guidance helps clients in the areas of investment management, retirement planning, estate/tax planning, charitable giving, and risk management.

  • Nova Wealth Management
    • Naples, Florida, United States
    • Wealth Advisor
      • Apr 2023 - Aug 2023

  • Earned Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founding Member- Sr. Wealth Advisor
      • Jan 2022 - Nov 2022

      Charley joined Earned (previously Forme Financial) as a Senior Wealth Advisor and founding member to focus on the comprehensive needs of physicians across all aspects of wealth management. Charley was recruited to Forme in the early stages of development and played an important part in developing the client relationship model and physician services. Charley joined Earned (previously Forme Financial) as a Senior Wealth Advisor and founding member to focus on the comprehensive needs of physicians across all aspects of wealth management. Charley was recruited to Forme in the early stages of development and played an important part in developing the client relationship model and physician services.

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - Senior Financial Consultant
      • Feb 2011 - Oct 2021

      Charley held the position of VP – Senior Financial Consultant at Charles Schwab serving affluent clients in growing, managing, and distributing wealth through multiple generations. Overseeing nearly $2 billion in client assets, Charley consulted clients on the relationships between estate/tax planning, charitable giving, risk management, retirement and investing.

    • Associate Financial Consultant
      • Sep 2009 - Feb 2011

    • Registered Representative
      • Nov 2007 - Sep 2009

Education

  • College for Financial Planning
    Master of Science - MS, Personal Financial Planning
  • Hodges University
    Bachelor of Science - BS, Management

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