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Charles Wellborn

Charles G. Wellborn
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

Atlanta Financial Center

3333 Peachtree Rd NE,

Suite 300,

Atlanta, GA 30326-1030

Charles.wellborn@truist.com

Phone 404-813-8433

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About me

Background

Charles Wellborn is a Senior Managing Director and a Financial Advisor with Truist Investment Services, Inc., and has helped clients address their financial concerns since 1989. His core focus is to help clients identify the personal and professional financial goals that matter most to them. He then creates and implements appropriate strategies customized to help clients achieve their stated goals. Charles has dedicated his career to delivering personalized planning and investment management with the professionalism and experience that his clients have come to expect. 

Service is just as important to Charles as performance. He is dedicated to providing independent advice that fits the need of his clients' philosophies and objectives. Charles guiding principles of running his practice include:
  • Trust. Charles earns the trust of his clients through hard work and dedication.
  • Service. Charles lives by the "sunset policy" and does everything in his power to get things done by the day he says he will
  • Integrity. Charles lives by the Golden Rule: "Do unto others as you would have them do unto you.”
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA in Business Administration
Georgia State University 1987

Personal Interests

Charles serves as the treasurer of the 300 Club of Atlanta; Charles is a Past Chair of the Advisory Board at Skyland Trial. Charles in his free time he enjoys playing golf, riding bikes, hunting, fishing and hanging out at the lake. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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