Charles (Charlie) Anglin joined Pierson Wealth Management in May 2021 as Vice-President and Financial Planning/Investment Advisor. He joined with the goal of expanding Pierson’s proven efforts of providing customized financial planning, tax and estate planning, and investment advisory services, to corporate executives, business owners, and high net worth individuals. Over the years, Charlie has cultivated his passion for working with individual clients who are seeking proven financial solutions to their retirement and investments needs-consistent with their risk profile, time horizon, and income needs.
Upon graduation from the University of Georgia in 2009, he began his career at Morgan Keegan & Company as an advisor in the Atlanta office. Four and a half years later, he moved to Cahaba Wealth Management where he remained until May 2021.
During his career, he has supported both retail and institutional clients in portfolio management, research, sales, and trading. Charlie is currently a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Charlie and his wife, Caroline, live in Atlanta, GA with their two daughters Carlisle and Mary Claire and attend Christ the King.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.