Charlie’s decades of entrepreneurship, business ownership and wealth management experience provide a foundation for the customized advice he provides to the high-net worth clientele he serves at SlateStone Wealth.

His business background includes founding, managing and selling small businesses across industries including heating oil, credit lending, and franchising. His professional experience was honed from his years as a registered Financial Advisor and wealth planner at UBS Financial and BMO Harris Private Bank.

Creating thoughtful, customized and adaptable wealth and investment plans for small business owners, executives and wealthy families requires a keen insight and long-standing relationships built over time. With a proven track record of success and first-hand experience, Charlie recognizes both the unique challenges and opportunities that building a private business in today’s competitive climate represent. Whether it’s coordinating legal, tax, and accounting professionals or simply providing sound judgement to a complex situation, he does so with skill and determination.

Charlie holds a Bachelor’s in Business Management from Jacksonville University. He works with clients across the state from SlateStone’s Jupiter, Weston and Boca Raton offices. He resides in Palm Beach Gardens, FL with his wife, Sherri, SlateStone’s Co-Founder, and their two children and two dogs.