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.
Focus areas
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Wealth Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Intergenerational Planning
Focus Areas
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Wealth Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Mountain Biking
- Music
- Spending Time with Family
- Outdoor Enthusiast
Personal Interests
- Mountain Biking
- Music
- Spending Time with Family
- Outdoor Enthusiast
Office Information
Office Address
2802 Village WayTrent Woods, NC 28562 opens in a new window
Phone Number
Charles G Benson II at (252) 637-4871Branch Team
- Angie Moran
- Registered Branch Associate
- Dianna Brown
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | Closed for Holiday |
Monday | Closed for Holiday |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | Closed for Holiday |
Monday | Closed for Holiday |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Angie Moran
- Registered Branch Associate
- Dianna Brown
- Branch Office Administrator
Branch Team
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