Charles Wellborn

Charles G. Wellborn Jr.
Financial Consultant Investment Services Group Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

About me

Background

Charles Wellborn is a Financial Consultant with Truist Investment Services, Inc. Charles is also affiliated with Charles Wellborn Sr. who is a Senior Managing Director of The Wellborn Group of Truist Investment Services. Charles offers clients comprehensive experience in financial services, financial planning, retirement planning and investment management. The Wellborn Group specializes in a holistic approach to understanding each client’s financial goals and building an investment strategy specifically tailored to address those goals. Charles strives to consistently deliver service and continuously engages with clients as their families, needs and goals evolve. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Finance with Specialization in Sales
The University of Alabama 2018

Personal Interests

Charles was born and raised in Atlanta GA where he attended Woodward Academy. Hobbies that he enjoys are playing golf, traveling, coaching at Buckhead Baseball, and spending time with friends and family. 

Specialties

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

  • 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

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

  • 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

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