Charles Lister, AAMS

Backed by my mission to offer a person approval to investing, I help my clients build, manage, preserve and transition wealth. The process is customized and comprehensive because each client and family are unique. Our ultimate goal is to make sure our clients achieve their financial goals. We do this by helping to design cost-efficient, long-term diversified investment strategies built within a planning process that is designed to be optimized around their goals. In short, we want clients to be smart with their money. We believe people have more confidence knowing that they have a plan. We take a comprehensive approach encompassing investment strategies, estate planning strategies, and life/long-term care insurance analysis. A key area of focus is the development of an investment strategy designed to prioritize objectives such as growth, income, stability and liquidity. I feel that having my practice supported by Wells Fargo Advisors, my clients get the best of both worlds - the benefits of a large organization combined with personal attention and advice from me and my team of financial professionals. It was an honor to be named to 2022 Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. A 1980 graduate of UGA, I began my career as a Financial Advisor in 1982. I have served as a Deacon at Perimeter Church and am active developing youth through sports.