Charles G Benson II

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.

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