Accredited Investment Fiduciary®
Certified Wealth Strategist®
Retirement Income Certified Professional®
Charles is passionate about helping clients develop personal investment objectives and creating an investment plan to match those objectives. Once a plan is in place, Charles provides ongoing monitoring and reallocating in response to ever-changing economic conditions. Utilizing significant resources of our strategic partners, he works to build and manage investment portfolios specifically for client needs.
After graduating from the University of Alabama with a B.S. from the School of Business, with a concentration in Industrial Management/Management Science, Charles worked in the iron and steel foundry industry for ten years. In 1985, he moved to the Sandhills and began working for a large regional brokerage firm. When the entrepreneurial spirit inspired him to establish his own practice, Stockham Financial opened in 1992.
Charles’ strength of character comes from life lessons he learned from family and those who care about him. “Do what’s right even when no one is looking”. He enjoys working with philanthropic organizations because they truly make a positive difference in the lives of so many different people.
Charles is a rabid Alabama Football Fan…“ROLL TIDE!” Outside the office, he enjoys entertaining his dogs, traveling with his wife Kathy and hanging out with our children and grandchildren.