Since becoming an advisor with Edward Jones over 25 years ago, I have had the pleasure of assisting many individuals with planning for retirement, living through retirement, financing a child's education, managing an inheritance, etc. It is paramount to understand what is important to you before making any recommendations so that we may tailor a planning strategy geared towards your unique goals, and we will partner with your legal, tax and other professionals in doing so. It is a privilege and an honor to serve our clients.
Prior to joining Edward Jones, I worked for ALSAC, the fundraising arm for St. Jude Children's Research Hospital in Memphis. As a young man, it was there that I was able to garner perspective as to what a real challenging day looked like and witnessed incredible people overcoming tremendous adversity because St. Jude gave them hope. I graduated with a bachelor's degree from the University of Memphis in 1994. In 2005, I completed a yearlong financial planning program at Christian Brothers University and obtained my CFP® certification in order to better serve our clients.
My team consists of Shanna Ambrose, Registered Branch Associate, Carla Ballentine, Sr. Office Administrator, and Cameron Collins, Branch Office Administrator. Together, we combine for more than 50 years of experience in the financial services industry. I have been a member of the Financial Planning Association since 2006. In addition, I have served my community over the years through organizations such as the Boys & Girls Club, Rotary, United Way and Jaycees.
My greatest achievement is marrying my Jr. high school sweetheart, Christy, in 1998. We have three daughters, Logan, Colby and Charley. We love to travel together, golf together and especially boat together.
- Retirement Income Strategies
- Charitable Giving
- Business Retirement Plans
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Scuba Diving
- Wine Collecting/Enthusiast
Office Address15 Sanders Bluff Rd
Humboldt, TN 38343 opens in a new window
Phone NumberChuck Cloud at (731) 784-8800
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|Fri||08:00AM - 04:00PM|
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