Charley serves as an Investment Advisor for Powell Wealth, working closely with clients as he is integrally involved in every step of the financial planning process. He takes pride in helping clients achieve their financial goals. Charley is responsible for updating and maintaining client financial plans as well as implementing new client management technology for the firm. He is also involved in equity analysis, as well as investment manager search and selection for client portfolios.

​Prior to joining Powell Wealth, Charley worked at Grant Thornton LLP as a Senior Associate in their Charlotte-based audit department. Charley graduated from the University of North Carolina at Chapel Hill with a B.S. in Management and earned his Master of Accounting degree from UNC’s Kenan-Flagler Business School. He also holds his Series 65 license. In his spare time, Charley enjoys being on a golf course, playing sand volleyball, tennis, and wake-boarding on Lake Norman.