Charles W. Gallagher
Wealth Manager
Charles W. Gallagher graduated with honors from West Virginia University. He holds a BS in business administration. He has more than 19 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.
In October 2013, Charles was honored with a recognition by Atlanta Magazine for his selection as a "Five Star Wealth Manager In Atlanta*. Charles has also been quoted in publications such as Catalyst magazine.
Charles holds FINRA Series 7, 24, 63, and 66 securities registrations through Commonwealth Financial Network.