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portrait of Charles E Morgan
FINANCIAL ADVISOR

Charles E Morgan

408-A Holly Hill Ln, Burlington, NC 27215opens in a new window
CallSend Me a Message

About Charles

Why not make your money work for you while you enjoy the things that money can't buy? Helping clients reach their personal and financial goals is my focus. I have been helping clients and their families for over 14 years as a financial advisor.

I am proud to serve a diverse clientele, including individuals and business owners who have goals such as expanding their business, growing wealth, saving for college, leaving a legacy, retirement planning and everything in between. It is important to me to discuss what is important to you as we will create a path tailored specifically for you....

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • College Savings
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2009 to Current

Education

  • North Carolina State UnivBachelor of Arts

Personal Interests

  • Golfing
  • Music
  • History and Museums
  • Traveling
  • Football

Team Members

  • Marily Leon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(336) 584-8006

Fax

(877) 257-1827

Office Address

408-A Holly Hill Ln
Burlington, NC 27215opens in a new window

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