portrait of Charlie Wick

About Charlie

Our office has served Eagle Valley for two decades. We serve both households and local businesses as their Edward Jones financial advisor.

Working with serious, long-term investors, most want to prepare for and live in a comfortable retirement with dependable income. We have helped many people achieve these goals by emphasizing investing principles and not just saving. We also emphasize total return, balance and share-building, through reinvesting and compounding principles, instead of being attracted to timing the market or chasing a price.

Growing up on my family's farm near Cedaredge, CO., I earned my B.S. in business from the University of Northern...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesSeptember 2001 to Current

Education

  • Univ of Colorado-BoulderMasters
  • Univ of Northern ColoradoBachelor of Science

Team Members

  • Donna Arnold
    Branch Office Administrator
  • Brisa Gutierrez
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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