Charles Bull has worked as a Financial Advisor for over 30 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 & 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 the different phases of life’s milestones.

Charles is a CERTIFIED FINANCIAL PLANNER ® practitioner.  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.

Crystal Crawford has three decades of experience in financial services that has culminated with her becoming a First Vice President – Investment Officer with Wells Fargo Advisors.  She has a broad base of experience in all facets of the industry serving in operations and later in risk management.   Her last two roles prior to becoming financial advisor were as Administrative Manager and Resident Director of a Merrill Lynch branch office.  In 2020, Crystal & her business partner Charles, moved their practice to Wells Fargo Advisors where they continue to provide a broad array of financial services to clients.

 A natural with numbers, Crystal studied mathematics at the University of Northern Colorado and Virginia Commonwealth University.

As a Financial Advisor, Crystal understands that the core values and dynamics of a client’s family is essential to helping them achieve their financial goals.  By aligning their investment strategies with their goals, she works to make planning for their future as simple as possible.  She believes in simplifying the investment process and helping clients understand that investing is not a trading game, but rather a long-term project that requires careful planning and attention.  Above all, Crystal believes her role as a Financial Advisors is to be in her client’s lives.  She is there in the good times…during difficult times…and even beyond a client’s life as she easily connects and works with the next generation of family members.

Outside the office, Crystal spends time with her rescue Chihuahuas, Bones & Snickers.  She is active in her community, volunteering with the MS walk for the past decade.  She is also a gardener and takes pride in being the plant caretaker of the office.  Crystal has a collection of orchids (Oncidiums are her favorite), and she believes that just like plants, the right care and attention can help people thrive in their financial lives.