Bio
Experience
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Charles W. Myers Travel Agency
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Canal Fulton Ohio
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Owner - Operator
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Aug 2018 - Present
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Canal Fulton Ohio
I tried Retirement. I really didn’t like it much. I felt it was the perfect time to make my next career adventure something that I also love – selling travel and helping others plan their Dream Vacations. I spent an entire career helping clients find solutions. I bring this expertise to you alon...
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Investment Advisor Representative
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Jul 2009 - Jun 2018
True Wealth Design is a fee-only investment advisory and financial planning firm that assists individuals and businesses with financial planning, investment planning, and retirement planning needs. We are committed to understand your unique situation and objectively develop a comprehensive strate...
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Owner
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Oct 2003 - Jun 2018
The Charles W. Myers Investment Group specializes in providing financial coaching to individual investors at all levels. We are an independent firm, allowing us the freedom to make decisions based on client need without being influenced by upper management goals. We are in partnership with True Wealth Design, a Registered Investment Advisor (RIA). Together we firmly believe in the Free Market Portfolio Theory of investing, where striving to provide clients with market returns at low cost and properly allocating clients portfolios are of the utmost importance.
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Edward Jones Investments
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Mar 2002 - Sep 2003
Edward Jones financial advisors sell commission-based and fee-based financial products. Edward Jones is a brokerage and investment advisory which serves investment clients through its branch network of more than 10,000 locations.
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Market Director-Partner Accounts
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Oct 2000 - Jan 2001
Manage Partner (Large) Account Representatives to fulfill Solution Sales objectives.
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Regional Director Internet Solutions
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Jul 1999 - Oct 2000
Directly supervise second level Managers and indirectly, first level Account Managers to fulfill Internet Solution Sales goals, in a 13 state region.
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Director Strategic Accounts - Ohio & Kentucky
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Jun 1998 - Jul 1999
Build relationships with Fortune 1000 businesses, sell services to fill network capacity and build the infrastructure to support Strategic Accounts in Ohio & Kentucky.
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Client Business Manager - Account Executive/Industry Consultant
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Sep 1980 - Jun 1998
Assist clients in reaching business objectives through the sale of innovative technical solutions. Lead an AT&T Team of cross-functional professionals to satisfy clients’ communications requirements.
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Education
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1986 - 1988Malone University
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1965 - 1968The University of Akron
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