Charles G. Wellborn
Senior Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
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
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
, opens in new tab
Education
BA in Business Administration
Georgia State University
1987
Specialties
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Financial education
Investment planning
Locations
Loading location info...
Return to list view
Map
Atlanta Financial Center
3333 Peachtree Rd NE, Suite 300, Atlanta, GA 30326-1030
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
{0} {1}
Recommended Resources
Economic Commentary Fed holding pattern continues in the face of rising inflation and unemployment risks
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Our view on the economy including rationale on jobs report for May 2025.
- May 08, 2025
Article
05/08/2025
Article
Economic Commentary Job growth remained solid in April but still doesn’t reflect tariff troubles
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for May 2, 2025
- May 05, 2025
Article
05/05/2025
Article
Market Pulse May 5, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market views heading into the week of May 5, 2025 highlight what we're watching and important news ahead
- May 06, 2025
Article
05/05/2025
Article
