Charles Beal

Charles J. Beal, ChFC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

6707-A Ritchie Hwy

Glen Burnie, MD 21061-2318

About me

Background

Charles J. Beal is a Director and Financial Advisor with Truist Investment Services, Inc. He has been with Truist since 2016 and offers clients more than 25 years of financial services, retirement planning, and investment management experience. He has earned the Chartered Financial Consultant (ChFC) designation and focuses on advising clients on developing and implementing goals-based investment strategies to help them address their immediate and future financial objectives. Charles also reviews and advises upon risk management, retirement planning, and other critical financial needs.    

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

Education

Masters of Science in Financial Services
The American College 2012
BA
University of Maryland, Baltimore County 1992 1996

Personal Interests

Charles earned a Bachelor of Arts in Economics from the University of Maryland, Baltimore County and a Master’s of Science in Financial Services from the American College. As a lifelong Maryland resident, he enjoys working within his local community. In his spare time, he enjoys spending time with his wife, Mandy, three children, Logan, Eryn, and Andrew. He also enjoys outdoor activities such as fishing, boating, and hiking.

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

  • 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

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