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Charles Holbrook, Financial Advisor

FINANCIAL ADVISOR
Charles M Holbrook

2000 Sam Rittenberg Blvd, Suite 128, Charleston, SC 29407opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

About Charles

My purpose as a financial advisor is much the same as it was in the military – to invest my knowledge and experience into the service and betterment of others. While deployed with Naval Expeditionary Forces, successfully achieving an objective required my full focus and commitment, and a thorough understanding of the situation. When it comes to helping my clients identify and work toward their financial goals, these values of understanding, focus and commitment are woven throughout everything I do.

How We Work Together:

- Devote the necessary time to fully identify, understand and explore your goals.

- Help assess and organize your...

Work History

  • Edward JonesMarch 2017 to Current

Education

  • University of VirginiaCertificate
  • West Virginia UniversityMBA (Masters of Bus Admin)

Team Members

  • Peggi Morrow
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(843) 556-7471

Fax

(888) 891-1274

Office Address

2000 Sam Rittenberg Blvd
Suite 128
Charleston, SC 29407opens in a new window

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