Chasity Charles
Financial Advisor Manager | Wealth & Advice Leader | Driving Advisor Success, Client Growth & Retention | Dealer of HOPE (Helping Other People Excel)
- Role
- Financial Advisor Manager at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Chasity Charles
Financial services leader with 20 years of experience driving performance, client growth, and practice management excellence across banking and wealth management. Currently serving as Financial Advisor Manager at Vanguard, leading a team of CFP® advisors with responsibility for client retention, business development, and advisor coaching.Proven track record of launching scalable sales and service models, enhancing client engagement, and building diverse talent pipelines. At Wells Fargo, I successfully led the first virtual relationship management team, directed a national talent development program, and partnered across compliance, training, and operations to drive measurable growth.Recognized as a purpose-driven leader and “dealer of HOPE” (Helping Other People Excel), I’m committed to empowering teams, elevating client experiences, and delivering results that strengthen both culture and performance.
Experience
Financial Advisor Manager
Aug 2025 — Present · Charlotte, NC, US
Lead client retention and growth strategies for Advice & Wealth Management, enhancing client satisfaction and loyalty. • Coach a team of CFP® Financial Advisors elevating engagement with clients holding to $5MM in AUM. • Drive practice management effectiveness, client engagement and advisor success.
Education
Francis Marion University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
1998 — 2002
Skills
- Banking
- Risk Management
- Loans
- Enthusiastic Self-Starter
- Retirement Planning
- Integrity
- Time Management
- Retail Banking
- Series 65
- Innovator
- Property & Casualty Insurance
- High Net Worth Individuals
- Financial Analysis
- Series 6
- Insurance
- Communication
- Employee Benefits
- Relationship Marketing
- Oral & Written Communication Skills
- Investments
- Financial Planning
- Mortgage Lending
- Result Oriented
- Series 63
- Building Relationships
- Management
- Team-Oriented
- Superior Work Ethic
- Credit
- Highly Motivated Self-Starter
- Staff Development
- Life, Accident, & Health License
- Customer Service
- Refinance
- Strategic Financial Planning
- Analytical Skills
- Sales Process
- Employee Training
- Compliance
- Needs Analysis
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