As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs, so I may develop the most appropriate financial strategy to help you achieve your goals. My clients have complex needs, and I work with them, their estate attorney and their CPA to address each facet of their financial picture, including retirement strategies, special needs financial considerations and estate and legacy strategies.
I began my career as an Edward Jones financial advisor in 2006 and became a limited partner with Edward Jones in 2011. Over the years, I have served the firm as a level coach, field trainer, mentor and visiting veteran financial advisor to our St. Louis home office.
I earned my bachelor’s degree in business administration with a concentration in finance from East Carolina University and I hold my Series 7 (General Securities Representative Exam) and Series 66 (Uniform Combined State Law Examination) registrations. In addition, I hold the CFP® professional certification and the AAMS™ professional designation.
My wife, Holly, and I have three children who keep our lives busy and fulfilled. I enjoy mountain biking with friends and traveling with my family.
My senior branch office administrator, Angie Moran, has over 16 years of financial industry experience and became a limited partner with Edward Jones in 2019. She brings wisdom and integrity to our process and has a sincere interest in ensuring your experience as our client is exceptional.
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Wealth Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Mountain Biking
- Spending Time with Family
- Outdoor Enthusiast
Office Address2802 Village Way
Trent Woods, NC 28562 opens in a new window
Phone NumberCharles G Benson II at (252) 637-4871
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More