Charles W. Gallagher

Charles W. Gallagher graduated with honors from West Virginia University. He holds a BS in business administration. He has more than 29 years of wealth management experience, with extensive experience in comprehensive wealth planning, investment management, and estate and charitable planning strategies.

Charles previously served as vice president/officer with JP Morgan Private Wealth Management in Atlanta. He opened the Private Wealth Management group in January 2006 and was responsible for the division operations as a top-10 growth office in 2009 for JP Morgan. Prior to joining JP Morgan, Charles served as regional director of investments for Lincoln Financial Advisors from 1997 to 2006. His primary responsibilities included development of the overall investment strategy and oversight of the research and portfolio management. During this tenure, he served on the Wealth Advisory, Investment Manager Selection, and Compliance committees.

Charles has been honored with a recognition by Atlanta magazine for his selection as a FIVE STAR Wealth Manager In Atlanta* from 2013 through 2022. Charles has also been quoted in publications such as Catalyst magazine. Charles is AAMS certified.

2013 - 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented 9/2022 based on data gathered within 12 months preceding the issue date. 3,285 advisors were considered, 263 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Charles holds FINRA Series 7, 24, 63, and 66 securities and registrations through Commonwealth Financial Network^®.

Accredited Asset Management Specialist^SM