Managing Partner, Agility Wealth Management
Financial Advisor, RJFS
Drawing on his more than two decades of industry experience, Chuck designs custom investment strategies as a hands-on wealth manager. He takes a compassionate and comprehensive approach, creating financial plans for clients that reflect the important aspects of life. He has earned the Accredited Portfolio Management AdvisorSM and Certified Retirement Counselor® designations.
Chuck began his financial career as a personal investment officer at BBVA Compass in 1999. He moved his practice to Ameriprise in 2012. Seeking independence and the flexibility to help meet his clients’ needs, he aligned with Raymond James and Agility Wealth Management, an Independent Practice, in 2021.
A native of St. Johns County, Florida, he earned a B.S. in business from Florida State University. He gives back to the community as a member of the board of charitable giving for the Jacksonville Zoo. He is married to Debbie and they have two children: Ayden, a computer science student at the University of Central Florida, and Brody, a student at Creekside High School. In his free time, Chuck enjoys golfing and bowling.