My relationship with Edward Jones began many years ago as a client. My financial advisor back then helped me define my family’s financial goals and worked with me to create a strategy to help achieve those goals that I understood. This feeling of empowerment over my situation further inspired me to become a financial advisor so that I could help families in the same way.
I have spent over 20 years as a financial advisor at Edward Jones working with a wide range of clients who include business owners, professionals, high net worth individuals and retirees. I attended the University of Texas Permian Basin and graduated summa cum laude with a bachelor’s degree in communications. In addition, I earned the CFP® designation in 2005. I have qualified for the past three years to attend the Edward Jones’ Leadership Conference, an honor reserved for the firm’s top 1200 financial advisors, and I am a principal with the firm.
Focusing on helping clients during times of transition such as inheritance, retirement and royalties, I use a process that clearly defines and helps achieve my clients’ financial goals while encouraging an atmosphere of knowledge. I have worked with many clients for decades and the list of families that I serve grows every year with client referrals.
Living in Victoria with my wife, Alison, and our two sons, Gavin and Graeson, we can often be found on the water wake boarding, fishing and grilling outdoors. I support our community by serving as a board member of the Hospice of South Texas and with the Victoria Youth Football League.
My priority is understanding what is important to my clients and partnering with them to help reach their financial goals with an established process. Clients are served by our branch office administrators of Crystal Martinez and Meagen Parma, in addition to myself. I look forward to showing you how I can make a difference.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
- Vintage Cars
- Mountain Biking
Phone NumberCharles Wartsbaugh at (361) 578-2496
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