CHARLOTTE, North Carolina, May 27, 2021 / PRNewswire / – Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc., a FINRA / SIPC member) is pleased to announce that Chuck foresyth, CFPÂ®, (Wealth Advisor, RJFS), joined the practice in the Charlotte, North Carolina branch.
“With the addition of Chuck to our Charlotte Practice, we continue to strengthen our team and expand our bandwidth to provide wealth management services and our unique suite of financial solutions to more investors and businesses in the community, âsaid John chidwick, Executive Vice President, National Sales, SWG and Senior Wealth Advisor, RJFS.
A 20 year veteran of the financial services industry and Certified Financial Planner â¢, Chuck foresyth brings his extensive experience in estate planning, mutual funds, annuities, education planning and portfolio construction to Signature Wealth Strategies. Prior to entering the financial services industry, Chuck served in the U.S. Army as a multilingual paratrooper and interrogator serving in Bosnia and Russia. Chuck previously held key industry leadership roles at Putnam Investments, Lincoln Financial Distributors, and Ivy Investments across the South East. Today, he focuses on working with businesses, families, and non-profit organizations in wealth accumulation, wealth preservation, and wealth distribution.
âI am delighted to join the Signature Wealth team,â said Chuck. âI will continue to provide financial solutions to individuals and businesses in a growing and booming country. Charlotte He added, âMy years of leadership and client-focused service align well with the values ââand continued growth of Signature Wealth Strategies. ”
Formed in 2017 with one goal in mind – to build an advisor-led business that allowed advisors to focus on clients rather than back-office operations, Signature Wealth Group manages more than $ 1.9 billion in assets and operates 12 branches in 3 southeastern states. To learn more about Signature Wealth Group, visit signaturewealth.com.
521 Morehead Street East, Suite 150, Charlotte, North Carolina 28202 | (704) 333-6441. Signature Wealth Group is not a registered brokerage and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., FINRA / SIPC member. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Media contact: Bobbie adkins, Head of Marketing, Signature Wealth Group, [emailÂ protected]
SOURCE Signature Wealth Group