Mr. Elliott works with the financial advisors of Vision Wealth Management, LLC in his capacity as the Vice President, Portfolio Management, and Director of Financial Planning for Financial Management Strategies, Inc. (FMS), an SEC registered investment advisory firm. Prior to joining FMS, Charles was a Financial Planner with McDonald Investments, where he developed and presented comprehensive personal financial plans to individuals as part of McDonald’s Private Client Group. Prior to joining McDonald Investments, Charles worked for Barrington Financial Advisors, a private investment management and financial planning firm in Houston, Texas, where he was responsible for the firm’s investment research, developing asset allocation models for individual portfolios, and monitoring client portfolios.
Charles received his Bachelor of Science (B.S.) from Case Western Reserve University and has a Masters in Business Administration (MBA) from the University of Houston. He oversees the financial planning department and coordinates all the financial planning services offered to clients through FMS. In addition, he is responsible for the firm’s investment research and asset management strategy utilized in managing and monitoring client portfolios, trading, and day to day management of client portfolios.
He is a Registered Representative (Series 7) through Cetera Advisor Networks LLC, member FINRA/SIPC, a registered broker/dealer.