Charlie joined Market Street Wealth Management in 2014 with a strong back ground in Financial Planning. After 30 years in Business Management with a Fortune 50 Corporation, Charlie spent 18 years in the Investment Industry focusing on small cap companies, financial planning, and in the role of a Senior Annuities Specialist. Charlie spent the last six years working for Prudential Annuities as a Business Development Specialist.
Charlie has previously worked with Market Street Wealth Management in 2006 and 2007, and wanted to return to his preferred role as a Financial Advisor where he prides himself on proving full service comprehensive financial planning services for senior investors and their families. Charlie has also spent 27 years as the Director of Fundraising for The Association of Retarded Citizens through ARC of Camden County, NJ.
Charlie currently resides in Boothwyn with his wife of 42 years, Mary. Together Charlie and Mary have 4 children, Christopher, Mark, Mike, and Laura along with 6 grandchildren. Charlie also is an avid golfer and enjoys getting out on the course whenever possible.
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