ADVISOR BIO

Charles Arnold Minter is a financial advisor at Morgan Stanley. Charles has been in the financial industry since March 2007 and has extensive experience in providing financial advice and investment management services. Charles has worked at Morgan Stanley since 2012. Before that, Charles was employed at Morgan Keegan & Company, Inc. Charles has a strong record of success and is dedicated to helping clients achieve their financial goals. Charles is registered with the state of Georgia and Texas.

SPECIALIZATIONS

ADVISOR BIO

Charles Davis Hurt is a financial advisor with Fifth Third Securities, Inc. Charles has been in the industry since 1998. Charles holds the Series 7, Series 63, Series 79TO and SIE licenses. Charles has been registered with FINRA and is registered with the state of Georgia, and 32 other states. Previously Charles worked with CARY STREET PARTNERS and SUNTRUST ROBINSON HUMPHREY, INC. Charles has a broad range of experience in the industry and is well-positioned to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Charles Ellis Elsas is a financial professional with over 19 years of experience in the industry. Charles currently works at Morgan Stanley, where Charles is a registered representative in Georgia and Texas. Prior to joining Morgan Stanley, Charles was a registered representative with Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. Charles holds the Series 7, Series 31, Series 63, and Series 66 licenses.

SPECIALIZATIONS

ADVISOR BIO

Charles Lovett Jordan is an Investment Advisor Representative at Corient, registered with the state of Georgia and Texas. Charles has been in the industry since 2000, and has experience with Corient, CI Brightworth Private Wealth, and CIPW Service Company, LLC. Charles is a Certified Financial Planner and holds the Series 7 and Series 65 licenses. Charles specializes in providing financial advice and portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, pooled investment vehicles, and other trusts and PPLI.

SPECIALIZATIONS

ADVISOR BIO

Charles F Traylor is an investment advisor representative associated with Morgan Stanley. Charles F Traylor has been in the industry since April 2008. Charles F Traylor has passed the Series 3, Series 7 and Series 66 exams and the Securities Industry Essentials (SIE) exam. Charles F Traylor is registered with FINRA and holds active registrations in 37 states and 2 IA states. Charles F Traylor was previously registered with CITIGROUP GLOBAL MARKETS INC. Charles F Traylor provides financial planning, portfolio management for individuals, businesses, and investment companies, educational seminars, selection of other advisors, and asset allocation advice. Charles F Traylor is associated with the Atlanta, GA branch office of Morgan Stanley.

SPECIALIZATIONS

ADVISOR BIO

Charles Weber is a financial advisor with Ameriprise Financial Services, LLC located in Atlanta, GA. Charles has been in the financial services industry for over 20 years. Charles is registered to offer securities and investment advisory services in Alabama, Arkansas, Florida, Georgia, Illinois, Ohio, South Carolina, and Texas. Charles holds Series 66, SIE, and Series 7 licenses.

SPECIALIZATIONS

ADVISOR BIO

Charles Markwalter is a financial advisor with Montag & Caldwell, LLC and Advocacy Wealth Management, LLC. Charles holds the Series 6 and Series 63 licenses. Charles has been in the financial industry since 2005. Charles specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Charles is also a Chartered Financial Analyst.

SPECIALIZATIONS

ADVISOR BIO

Charles Maher is a financial professional with over 35 years of experience in the financial services industry. Charles has been registered with Osaic Advisory Services, LLC since 2024 and is also registered with Visions, Inc., and Cabot Lodge Securities LLC. Charles has been a Certified Financial Planner since 1995. Charles has a wide range of experience in providing financial advice to individuals and businesses, including retirement planning, investment management, and estate planning. Charles is committed to providing personalized financial advice to his clients, and he is dedicated to helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Charles Anglin is a financial advisor with Pierson Wealth Management in Atlanta, Georgia. Charles has been in the financial services industry since 2009 and has a Series 7, Series 31, and Series 66 license. Charles is a Certified Financial Planner™ and a Chartered Financial Analyst.

SPECIALIZATIONS

ADVISOR BIO

Charles Brandon Downs is an investment advisor representative with Homrich Berg. Charles has been in the industry since August 31, 2006. Charles has a Series 7 and Series 66 license. Charles is also a Certified Financial Planner. Charles's previous employers include SunTrust Investment Services, Inc. and Antares Wealth Management, LLC. Charles specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisors.

SPECIALIZATIONS