Charles joined Franklin Wealth Management in February of 2026 after earning a degree in Finance from the University of Tennessee at Chattanooga. Prior to joining Franklin Wealth Management, Charles completed an internship with First Horizon Bank, where he gained exposure to private wealth management and commercial banking.
As a Wealth Planning Analyst, Charles supports the advisory team through financial planning analysis, investment research, and relationship management. He enjoys helping clients navigate important financial decisions and is passionate about building long-term relationships through comprehensive financial planning.
Charles holds a Series 65 license and plans to pursue the Certified Financial Planner™ (CFP®) designation as he continues his development within the wealth management profession. In his spare time, Charles enjoys fitness, golf, automotive projects, traveling, and spending time with family and friends.