Chuck is an innovative marketing executive with over 20 years of experience. He created our MyStages® financial wellness program, leads our digital platform activities, hosts webinars, and supports our affiliated financial advisors every day. He has resolved over 5,000 client inquiries satisfactorily. In addition, Chuck is our “go to” firm consultant for Social Security strategy and analysis. He holds FINRA Series 6, 63 and 65 registrations, the Florida 2-15 license, and an MBA.
What’s the greatest lesson you’ve learned in life thus far?
I sleep well at night knowing I followed the “Golden Rule” during the day.
If you could have any one super power, what would it be?
To be a grandmaster in my field.
What is something unrelated to your job that you love doing?
Playing tennis, rooting for Everton FC and the New York Yankees, and spending time with family.
What is your favorite food?
The Brooklyn sandwich at Lefty’s in Coral Springs (hold the arugula) with curly seasoned fries. (The question wasn’t healthy and favorite, just favorite.)
What is the #1 song on your playlist?
Frank Sinatra’s “I’ve Got the World on a String”
“Sweet Child O’ Mine” by Guns N’ Roses and “Althea” by the Grateful Dead (I have eclectic taste.)