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.
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Education
BA in Business Administration
Georgia State University
1987