Chuck Smallwood, Financial Advisor

Focus Areas

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

About Chuck

I grew up in Southern California and moved to Vail in the summer of 1976 to live, play and work in the Colorado mountains. I became a master plumber, contractor and developer. As a successful business owner, I understand how the financial success of the business is as important as the skills needed to perform the job. I learned accounting, business management, human resources and how to invest in employees.

Running a profitable business allowed me the opportunity to invest outside of my business. I found that investing over decades in stocks, bonds and real estate was a great way to...

Work History

  • Edward JonesNovember 2015 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Skiing
  • Golfing
  • Mountain Biking
  • Technology
  • Baseball

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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