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 planning 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® and AAMS® professional designations.
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 15 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.
Connect with me on LinkedIn and follow me on Facebook.
- 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
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