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portrait of Charles G Adams
FINANCIAL ADVISOR

Charles G Adams

AAMS™
10776 Grays Corner Rd Suite 5, Berlin, MD 21811opens in a new window
CallSend Me a Message

About Charles

In April 2005, I became a client of Edward Jones and was immediately impressed. The professionalism and value I received led me to join the firm as a financial advisor in 2012 and open my practice in Berlin, MD. To better assist my clients, I earned the AAMS® professional designation from the College for Financial Planning and each year, I pursue continuing education to stay current in the financial industry.

Your priorities and goals come first. I invest my time in understanding what is most important to you, applying an established process to create and deliver customized financial solutions. With...

Focus Areas

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

Work History

  • Edward JonesJuly 2012 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • North Carolina Wesleyan CollBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Fishing
  • Golfing
  • Snowboarding

Team Members

  • Gerri Fentress
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(410) 641-1248

Fax

(855) 832-9503

Office Address

10776 Grays Corner Rd Suite 5
Berlin, MD 21811opens in a new window

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