Biography

Contact Information:

phonePhone

434.970.2308

Charles Bull , CFP, CIMA

Managing Director – Investments
Senior Financial Advisor

Charles Bull has worked as a Financial Advisor for over 29 years. Prior to that, Charles earned the rank of Captain with the United States Army. After five years of service, he worked as an engineer and Senior Manager at Michelin Tire Corporation before joining Merrill Lynch and building a financial advisory practice for 26 years. In 2020, Charles and Crystal moved their practice to Wells Fargo Advisors where they continue to provide a broad array of financial services to clients.

Charles takes great pleasure in developing close relationships with clients and helping them make smart financial decisions as they move through all of the different phases of life's milestones.

Charles earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. To earn the CFP® designation, Charles not only completed hundreds of hours of rigorous courses and examinations, he also made a commitment to the CFP® Board to abide by standards set forth in the CFP® Board's Code of Ethics and Standards of Conduct. Charles is also a Certified Investment Management Analyst® (CIMA®). To earn the CIMA® certification, he completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement.

Charles holds a B.S. degree in Engineering from the United States Military Academy and an MBA from the University of South Carolina.

Away from the office, Charles enjoys riding his motorcycle, working in the yard, engaging with his pets, and reading. He is married with two grown sons
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