Charles D. Roberts, Jr., Financial Advisor
Chuck is devoted to guiding his clients through the uncertainty of the financial markets by using a common sense, long-term approach to wealth management. The application of customized solutions to a variety of financial goals is the result of his willingness to take the time necessary to thoroughly understand the needs of each individual client. As your trusted advisor, Chuck will assist you in establishing, managing, and monitoring a financial plan designed to successfully achieve your objectives utilizing the superior resources and technology available at Triune Capital Advisors, LLC.
Education:
Chuck graduated from Michigan State University in '81 with a BA in Accounting. With over 20 years in financial services, Chuck works to add stability and value to any portfolio. Chuck is a retired CPA who maintains active securities and insurance licenses in several states.
Community:
· Director – Outreach Commissions at St Luke Catholic Church in Mint Hill, NC.
· Lector – St Luke Catholic Church in Mint Hill, NC.
· Chairman – Mecklenburg County Motor Vehicle Review Board.
· Board member – MSU Charlotte-Piedmont Alumni Club Endowed Scholarship Fund.
· Coach – volunteers his spare time to help coach local youth participating in soccer, baseball, basketball and golf.
Chuck resides in Matthews, NC with his wife, Connie, and their three children.
